About Larry Leppo
Making a positive impact in families lives since 1981
Larry has dedicated his career to delivering the personalized investment planning services that his clients deserve.
Larry started his financial career in 1981 with AG Edwards in Boston. He continued with AG
Edwards when they became Wachovia Securities, a predecessor firm of Wells Fargo Advisors. Throughout his career, Larry has used the major shifts in the financial industry to developed his fundamental investment knowledge and honed his planning skills. In 2013, 2014, 2015, 2016, 2017, and 2018 Larry earned the Premier Advisor designation whi... Read More
Making a positive impact in families lives since 1981
Larry has dedicated his career to delivering the personalized investment planning services that his clients deserve.
Larry started his financial career in 1981 with AG Edwards in Boston. He continued with AG
Edwards when they became Wachovia Securities, a predecessor firm of Wells Fargo Advisors. Throughout his career, Larry has used the major shifts in the financial industry to developed his fundamental investment knowledge and honed his planning skills. In 2013, 2014, 2015, 2016, 2017, and 2018 Larry earned the Premier Advisor designation which is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism. His passion is to make a positive impact in families lives.
"My goal is to provide you with comprehensive investment planning. Together, we can discuss financial strategies designed for your specific goals and unique situation. My team has over 50 years of investment and support experience and together we are driven to provide you a custom, personalized financial model." Read Less