Season 4 Episode 11: Cultivating Generational Wealth with Stanley LeConte, Senior Managing Partner at Independent Asset Advice

Grant McGaugh . S4E11 . 33:45

Where can you get the financial knowledge to make the difficult decisions you need for your future? Finance is a culminating tool, a very holistic discipline, says Stan LeConte.  Stan built a strong network of clients through insight and a fundamental strategic process to achieve your goals. .  Financial Position, Protection Planning, Investment Planning, Tax Planning, Retirement, and Estate Planning. 

 The current education system is lacking, and it is required that you seek out advice from a professional unless you seek it out.  Learn to cultivate generational wealth by teaching yourself how to protect your finances and the importance of envisioning a better future for future generations. 

Stan began his career as a Financial Advisor and is currently in year 15 of his profession. He received his Series 7, Securities License, Series 66 Investment Advisor Representative License, and his insurance license 2-15. He quickly received an advanced designation CRPC (Chartered Retirement Planning Counselor) to differentiate himself as a retirement specialist and an expert in Retirement Planning. 

He excelled in his role and quickly was positioned as a Financial Advisor Coach, then asserted as the Insurance Sales Specialist to multiple branches, and finally promoted to the Associate Branch Manager, where he led 50 advisors at a Fortune 200 financial brokerage firm. He also has been a member of the Million Dollar Round Table since 2016. Stan recently got his 2-20 general Lines insurance license, allowing him the full capability to open a complete risk management agency (Achievers Protection Advisors LLC) to serve homeowners and commercial businesses. 

Stan started his career working with physicians in the James Wilson Bridges Associates and the Diaspora of Haitian American Physicians. He is currently working on his NFLPA designation, as he has acquired several professional athletes as clients over the years, with 2021 being his best class to date.

He is a proud member of the Kappa Alpha Psi Incorporated fraternity and is very passionate about giving back to his community. He mentors young men as part of his dedication to his community. He firmly believes that financial literacy in our youth is a crucial foundation to success as they continue their paths in life. Because of this, he dedicates his off time to speaking to high school and middle school students to teach them the fundamentals of money management and banking. Stan prides his success on his faith and family and enjoys cycling, golfing, and a fine cigar on most days.

Stan L Leconte was born and raised in Queens, New York. He has two daughters, Brittany and Cheyenne, and a son Nathan.

Let us Welcome Stanley Leconte to the follow the Brand Podcast, Where we are building a Five Star Brand you can Follow.

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