A SIGNATURE PLANNING EXPERIENCE, with a personalized touch.

When was the last time you were unexpectedly delighted? Maybe a local chef visited your table or a shop owner welcomed you by name. It's often thoughtful touches like these that contribute to the special feelings you have about a place.

At Meinrod & Leeper Wealth Management of Raymond James, we want to delight you with the type of service and attention you deserve. Never losing sight of our primary purpose, we strive to show you that each interaction between us can be more than you expect and bring us closer to helping meet your financial goals.

Get to know Our Team

Adam Meinrod headshot
Adam Meinrod, CFP®
Managing Director Senior Vice President, Wealth Management
Chris Leeper headshot
Chris Leeper, CFP®
Managing Director Senior Vice President, Wealth Management
Karen Haid headshot
Karen Haid, AAMS®
Practice Business Manager
Kristin Allen headshot
Kristin Allen
Financial Planning Consultant
Jennifer Scott headshot
Jennifer Scott
Registered Client Service Associate
Alexis Ellis headshot
Alexis Ellis
Client Service Associate
Vicki Woods headshot
Vicki Woods
Branch Operations Specialist
Darcie Fugatt bio image
Darcie Fugatt
Senior Registered Client Service Associate
Business men shaking hands

The Red Carpet TREATMENT

A hallmark of our client service, we pride ourselves on the thoughtful attention we give every matter. When you partner with us you’ll not only receive tailored financial advice, but moments worth mentioning.
Business meeting with two men

Planning with CLEAR INTENTION

Our comprehensive and customized wealth management approach ensures we understand your unique financial needs and brings us closer to helping you reach your vision for the future.

“There’s nothing more important to us than meeting and exceeding your expectations.”

MEINROD & LEEPER WEALTH MANAGEMENT

The future at your fingertips

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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