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Our financial advice team


Staci W Leonard, Financial Advisor serving the Palm Coast, FL area - Ameriprise Advisors

Staci W Leonard

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Gratium Wealth Planning
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Investments
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Domestic Partner Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Science (B.S.), Stetson University, 1997

Awards & recognition

  • Gratium Wealth Planning, Ameriprise Client Experience Award, 2020-2023

Community participation

Volunteering with the Junior League of Daytona Beach gives me a sense of purpose, while striving to fulfill our local mission, to improve the quality of life for women & children. I have served on many committees for more than 20 years now and I continue to stay active with the Junior League Sustainers.

The Halifax Humane Society in Daytona Beach is near and dear to my heart, as we have FOUR furry family members from there... please remember: "Adopt, don't shop"

As a member of the Delta Delta Delta Alumni Association, we raise funds for local college scholarships as well as for our national partner, St Jude's Children’s Research Hosp.

Interests

I love spending time with my family and friends. On the weekends you may catch me walking the dogs, digging in the garden or tackling home improvement projects. I also enjoy traveling, attending concerts and sporting events.