Get to know my dedicated team

Pete Leone and his team take customer service very seriously.  Together we are committed to providing exceptional care to all of our clients.

Our team comes from various backgrounds and offer an assortment of distinct skills.  We provide an unequaled, well-rounded and effective approach to assisting our clients.

To expedite your service related issues, please contact my team of specialists below.

Photo of Financial Representative Peter N Leone III

Peter N Leone III

Financial Representative

Photo of Associate Wealth Management Advisor Jackson Boeh

Jackson Boeh

ChFC®, CLU®

Associate Wealth Management Advisor

Photo of Associate Wealth Management Advisor James Theodore Graham

James Theodore Graham

Associate Wealth Management Advisor

Photo of Associate Financial Representative Joseph Eric Graham

Joseph Eric Graham

Associate Financial Representative

Photo of Associate Financial Representative Clark D Leone

Clark D Leone

Associate Financial Representative

G G

Gayle Ann Gilliland

Administrative Assistant