J. Cain Leonard, MCEP®
Leonard Wealth Management312 E Water St.
Lincolnton, NC 28092
(704) 735-7427
(704) 735-7428
cain@leonardwealth.net
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December 1, 2011
March 1, 2019
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J. Cain Leonard, CEP®, MCEP®
A North Carolina Registered Investment Advisor - Leonard Wealth Management, LLC
Our inception dates back to 1959, in our hometown of Lincolnton. For over 60 years, the name Leonard has been associated with smart financial strategies in wealth management, financial planning, investment management, retirement income & distribution planning, estate education/organization/planning, health & disability insurance, Medicare Advantage/Supplement and Prescription Drug Plans, and life insurance. We take a holistic approach to the financial life of you, your family, and business.Cain is proud to have earned designation of MASTER CERTIFIED ESTATE PLANNER™, MCEP®, as well as the CERTIFIED ESTATE PLANNER™, CEP®, professional designations. These are both issued and maintained through THE NATIONAL ASSOCIATION OF CERTIFIED ESTATE PLANNERS (www.NICEP.org).
Cain has been actively involved in the local community and has served in various positions with organizations such as treasurer of the Lincolton Rotary Club, the Lincolnton/Lincoln County Chamber of Commerce, Board of Directors of the Lincolnton/Lincoln County Airport Authority. Cain was the founding President of the Lincolnton Toastmasters and achieved highest Toastmaster award level; Distinguished Toastmaster (DTM). Cain is also a semi-professional trumpet player, and loves tennis, hiking and is a dog lover.
