Staci W Leonard

Staci W Leonard

CFP®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Lower financial Stress

    Help your employees make informed decisions with an Ameriprise financial wellness program.

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  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team

Background and qualification information is available at FINRA's BrokerCheck website.

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Workplace Education

Why offer a financial wellness program to employees?

More employees than ever before are stressed about their finances which can impact the productivity, engagement and even the health of your employees.

The Ameriprise financial wellness program is uniquely positioned to enhance your benefits package and offer your employees:

• Financial education

• Tools and resources including access to our exclusive financial wellness website

• Financial advice

Financial Wellness education can help your employees feel more confident about their financial choices and be productive, healthier contributors to their workplace.

My videos

6 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)