Meet Stan Leconte, one of our Investment Advisors
Stan L Leconte was born and raised in Queens Village, New York. He has two daughters, Brittany, Cheyenne, and a son Nathan.
After high school, he took an opportunity to play football at Chowan College in Murfreesboro, NC, but due to injury, he left and moved to Florida where his parents relocated. He finished his bachelor’s degree in finance, at Florida International University. Stan had always worked as he pursued his college degree, but after receiving some advice from his mentor, he decided to complete a CFP (Certified Financial Planner) designation course at Barry University. This was his gateway to the Financial Services world. Stan began his career as a Financial Advisor and is currently in year 15 of his profession. He received his Series 7, Securities License and Series 66, Investment Advisor Representative License, and his insurance license 2-15. He quickly received an advanced designation, called CRPC (Chartered Retirement Planning Counselor) to differentiate himself as a retirement specialist and an expert in Retirement Planning.
He excelled in his role and quickly was positioned as a Financial Advisor Coach to his peers, followed by being asserted as the Insurance Sales Specialist to multiple branches and finally promoted to the Associate Branch Manager where he led 50 plus advisors at a Fortune 200 financial brokerage firm. He also has been a member of the Million Dollar Round Table since 2016. Stan recently accomplished getting his 2-20 general lines insurance license giving him the full capability to open a complete risk management agency (Achievers Protection Advisors LLC) to serve homeowners and commercial lines business.
Stan started his career working with physicians in both the James Wilson Bridges Associates and the Diaspora of Haitian American Physicians. He is currently working on his NFLPA designation, as he has acquired several professional athletes as clients over the years with 2021 being his best class to date.
Stan most recently passed his CFP ® Certification exam on July 15th, 2022.
( CERTIFIED FINANCIAL PLANNER®)
Stan has been recently recognized as an honoree amongst his peers in several publications in the South Florida Region as one of “South Florida’s Most Powerful and Influential Black professionals” in 2020. He was named “The expert of the week” for the same publication and most recently received an honoree award for being part of the “Black Men of Excellence Honorees” for the 2022 calendar year by the BPN group.
He is a proud member of the Kappa Alpha Psi Incorporated fraternity and is very passionate about giving back to his community. He mentors young men as part of his dedication to his community. He firmly believes that financial literacy in our youth is a key foundation to success as they continue their paths in life. Because of this, he dedicates his off time to speaking to high school and middle school students to teach them the fundamentals of money management and banking. Stan prides his success on his faith and family and enjoys cycling, golfing, and a fine cigar on most days
As a comprehensive financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence and guidance throughout the process.
Whether you’re looking for a fiduciary in cultivating an athlete’s comprehensive financial plan, investment strategies, retirement income, funding for your child’s education, protection and asset protection strategies, small business planning, estate planning, a fractional CFO, or advanced tax planning strategies, I will work with you on your terms. We offer a broad range of financial services including 1031 DST strategies, as well as a full brokerage services platform and financial planning. We also offer flexibility in the way you work with us: including a service menu that will cater to your specific needs, remotely or in person, with the help of an established advisor in his 15th year of service. The choice is yours.
- Investment planning, Retirement Planning
- Financial Planning, Estate Planning, Education Planning, Workplace benefit assessments
- Financial Advisory
- Wealth Management,
- Personal Insurance
- Commercial Insurance
- Homeowners Insurance
- Life Insurance,
- Small Business Insurance, Small Business Planning
- Tax Planning Strategies
- Budgeting, Cash Flow Management, Fractional CFO, Financial Planning for Athletes