Frank Leone

Background

About Frank Leone

As your Edward Jones financial advisor/branch team, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to doI joined Edward Jones as a financial advisor in 2007, opening the firm’s 1st office in North Olmsted, OH. In 2010, I assumed in responsibility for one of our branches in Port Clinton, OH.I became a limited partner with Edward Jones in 2014. In addition, I was named a principal with the firm in 2019. I was named a regional leader in 2016, and today I am responsible for 70 financial advisors in an area encompassing Northeast and Northwest, Ohio.I attended Cleveland State University and graduated cum laude in 1998 with a bachelor’s degree in Finance I received the [professional designation, AAMS™, in 2010 and CFP® in 2013. Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their business and their instructions to opt out of Edward Jones commercial messaging and other important disclosures, see