Penny Leal

Branch Manager

Penny’s Story

Penny joined the team in 2022, bringing with her 25-plus years of Investment Services experience. Penny’s greatest passion is helping people, and she takes great joy in assisting our clients at every step in their financial journey. Her attention to detail, reliability, and organizational skills are a true asset to the team and help reassure our clients that they are in great hands. Some of her roles and responsibilities include:

  • Assisting clients with all new business, including account applications, trade orders, transfers, and 401(k) rollovers.
  • Handling client requests, questions, and concerns.
  • Placing trades and completing account transactions and paperwork.
  • Generating client reports for our advisors, including asset allocation reports, portfolio performance reports, and updated financial planning documents.

Penny currently holds her FINRA Series 7, 63, 65, and 9/10 licenses, and is also Insurance-licensed.

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Ann Arbor | Saline
Address: 123 N. Ann Arbor St. Saline, MI 48176 Phone: 734.429.3971
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