Kellee Leandre CFP®

Financial Advisor
813-384-3888 ext. 201

Professional Experience:

I have 14+ years of experience in the financial services and planning industry.  I’ve spent the last 5 years in compliance operations and in the supervision of financial advisors.  I am passionate about helping our clients reach their goals and I value the relationships we build along the way.

I provide personalized financial advice to help you achieve your goals through the financial planning process.

Here at OMNI, we work together to understand what is important to you and your family and develop straightforward tailored strategies to help you build wealth, achieve financial independence, and leave a legacy.  To help you stay on track with your financial goals during changing market conditions we provide you with resources and strategies to navigate market volatility.

Connecting during COVID: I am available to meet with you over the phone or via online video conferencing primarily.  If you would prefer to meet in person, we will gladly do so while implementing measures with your safety in mind.

We work with business owners, families, partners and individuals.

Credentials:

  • CERTIFIED FINANCIAL PLANNER™
  • General Securities Principal - Series 24
  • Municipal Principal - Series 53
  • Options Principal - Series 4
  • General Securities Representative - Series 7
  • Investment Advisor Representative - Series 66
  • Life, Health and Variable Annuity Insurance Agent
  • Bachelors of Arts - Advertising and Public Relations - University of Tampa

Professional Services:

Business

  • Business Succession Strategies
  • Business Valuation Analysis
  • Buy/Sell Agreements and Funding Strategies
  • Executive Compensation and Incentive Plans
  • Key Employee Protection and Retention Strategies
  • Employee Benefits
  • Business Retirement Plans
  • Business Consulting Services

Personal

  • Family Protection Strategies
  • Risk Management
  • Life, Disability and Long-Term Care Protection
  • Financial Planning
  • Retirement Plans
  • Investment Strategies and Wealth Management
  • Education Funding
  • Asset Protection Strategies
  • Estate Planning
  • Charitable and Gifting Strategies
  • Special Needs Programs

 

Kellee Leandre is a registered representative and investment advisor representative with Securian Financial Services, Inc 3436521DOFU02/21