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portrait of Leon Shelton
FINANCIAL ADVISOR

Leon Shelton

CFP®, CPWA®
Ludwigs Corner, 2928 Conestoga Rd, Glenmoore, PA 19343opens in a new window
Accepting New Clients
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About Leon

Life's compass: Navigating your ideal future with comprehensive guidance.

Crafting your ideal life isn't about following cookie-cutter maps; it's about charting a course unique to your family's compass. Our team acts as your navigator, helping you identify the stars of your aspirations and steer you towards a fulfilling future.

Our approach starts with understanding your story – not just the numbers on your balance sheet, but the dreams you hold for yourselves and your loved ones. We ask insightful questions, listen deeply and challenge assumptions to help ensure your financial strategy reflects your aspirations.

Whether navigating the peaks of complex tax strategies or...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Employee Stock Options
  • Sustainable investing

Work History

  • Edward JonesJuly 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CPWA®

    Certified Private Wealth Advisor®

Education

  • Indiana Univ BloomingtonBachelor of Arts and Science

Personal Interests

  • Cycling
  • Swimming
  • Yoga
  • Traveling
  • Sustainability

Team Members

  • Lise Kerlin
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(610) 458-8552

Fax

(877) 335-9589

Office Address

Ludwigs Corner
2928 Conestoga Rd
Glenmoore, PA 19343opens in a new window

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