Melissa A. Lazar
Profile
Ms. Melissa A.
Lazar is Director-Paraplanning at Leonetti & Associates LLC.
Ms. Lazar joined Leonetti & Associates in 1998.
She is currently progressing through the CFP exams, is a Certified Fund Specialist and a registered Paraplanner with the National Foundation for Financial Education.
Former positions of Melissa A. Lazar
| Companies | Position | End |
|---|---|---|
Leonetti & Associates LLC
 Leonetti & Associates LLC Investment ManagersFinance Founded by Michael Leonetti in 1982, Leonetti & Associates LLC is a registered investment advisor located in Buffalo Grove, Illinois. The firm's principal owners are Michael Leonetti and Summer Wealth Management LLC. The principal owners of Summer Wealth Management LLC are Affiliated Wealth Partners Holdings LLC and LEP Realization Feeder, LP through intermediaries. Leonetti & Associates provides investment management and financial planning services to individuals, families, professionals and business owners. ^ | Corporate Officer/Principal | - |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
Leonetti & Associates LLC
Leonetti & Associates LLC Investment ManagersFinance Founded by Michael Leonetti in 1982, Leonetti & Associates LLC is a registered investment advisor located in Buffalo Grove, Illinois. The firm's principal owners are Michael Leonetti and Summer Wealth Management LLC. The principal owners of Summer Wealth Management LLC are Affiliated Wealth Partners Holdings LLC and LEP Realization Feeder, LP through intermediaries. Leonetti & Associates provides investment management and financial planning services to individuals, families, professionals and business owners. ^ | Finance |
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- Melissa A. Lazar
