Let's move forward. Together.

James Leonard

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IA
  • IL
  • IN
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NH
  • NY
  • OH
  • PA
  • PR
  • SC
  • TX
  • VA
  • WA
  • WV
3700 Glenwood Avenue
Suite 300
Raleigh, NC 27612

Email Me

Daniel Mason

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IA
  • IL
  • IN
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NH
  • NJ
  • NY
  • OH
  • PA
  • PR
  • SC
  • TX
  • VA
  • WA
  • WV
3700 Glenwood Avenue
Suite 300
Raleigh, NC 27612

Email Me

Kristen Schaale

Client Associate

3700 Glenwood Avenue
Suite 300
Raleigh, NC 27612

Email Me