ROCKVILLE, Md.–(BUSINESS WIRE)–Grove Point Financial, a boutique independent broker-dealer and investment advisory platform, today announced the addition of Leon Financial Services, LLC, a St. Louis-based wealth management firm with $22 million in client assets.
Leonardo (Leo) Gelain will lead the firm and chose Grove Point Financial amid his search for a true partner while moving to the independent channel. The fiduciary-focused firm offers wealth management, insurance, retirement planning, and education funding services. With an eye toward client-specific goals, Leon Financial Services specializes in tailored solutions fit for each individual client’s unique lifestyle.
A 22-year industry veteran, Gelain comes from Securities America under an OSJ and previously spent 20 years at Primerica. Seeking a streamlined, supportive route to independence, the transition to Grove Point Financial allows for a concierge experience for clients which provides a path for future growth.
“A boutique style company backed by an industry giant that offers one-on-one time, fast responses, and professionalism is the exact experience I look forward to at Grove Point Financial,” explained Gelain. “I know my clients and I will not just be another number. With over two decades in this industry, it doesn’t take long to realize when a company makes you feel like you matter. Their willingness to serve my clients and make me feel like they really want a partnership is what solidified my decision to make this move.”
“Providing financial professionals with the sophisticated resources they need to serve clients without competing firm interests is paramount to developing the right solutions,” said Rob Engle, Executive Vice President of Business Development at Grove Point Financial. “Adding Leo to the firm reinforces our dedication to unmatched client experience and turnkey solutions for growth-oriented professionals.”
Before joining the financial services industry, Gelain spent over 10 years traveling the world as a diver and stage tech with multiple show productions, including the Cirque du Soleil show “O”. Fluent in five languages and having visited more than 50 countries, he brings a unique perspective to the industry with an understanding of diverse backgrounds, cultures, and languages.
About Grove Point Financial
From its headquarters in Rockville, Maryland, Grove Point Financial, LLC (Grove Point Financial) provides investment and wealth management services through more than 500 financial professionals across the U.S. Grove Point Financial is guided by a mission of delivering service excellence based on relationships, where all financial professionals thrive in an intimate and accessible culture that values partnership above all else.
Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment advisory services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC and Grove Point Advisors, LLC are subsidiaries of Grove Point Financial, which is a subsidiary of Kestra Holdings.