Designations and Licenses

She is a CERTIFIED FINANCIAL PLANNER™ professional. 

Experience and Education

Leona provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. She designs and implements customized wealth plans with a focus on clients’ long-term objectives and cash flow needs. She also provides integrated planning and strategies for growing and protecting wealth, including tax and estate planning, risk management and retirement planning.

Prior to joining Mariner, Leona was a financial planner at Snow Creek Wealth Management, LLC.

Leona holds a bachelor’s degree in business administration from Belmont University.

Personal Interests

Leona enjoys hiking, going to concerts, watching college basketball and spending time with her dog, Sue.