Zachary Leonard, NSSA® Advisor · Morehead City, NC

Zachary Leonard is a trusted financial planner with Wealth Management Strategies, based in Morehead City, North Carolina. A proud graduate of NC State University with a Bachelor of Science in Accounting, Zachary combines his strong educational background with a genuine commitment to client success. His membership in the National Association of Certified Financial Fiduciaries (CFF®) underscores his dedication to the highest fiduciary standards, ensuring that your best interests come first.

As a holder of the NSSA® Social Security certification, Zachary Leonard brings specialized knowledge of Social Security planning to every client relationship.

Zachary is well-equipped to assist clients with a comprehensive range of financial needs, holding licenses in Life, Health, Medicare Supplement, Long-Term Care Insurance, and the Series 65 Securities License. Additionally, his National Social Security Advisor (NSSA) designation highlights his expertise in Social Security planning, making him an invaluable resource for those navigating this complex area. As a Bucket Plan Certified (BPC) professional and a Notary Public, Zachary brings a wealth of knowledge and professionalism to every client interaction.

Outside of his professional life, he cherishes time at the beach with his wife and three children, reflecting his belief in maintaining a balanced life. If you are seeking a reliable and knowledgeable financial planner in North Carolina, Zachary Leonard is here to guide you on your path to financial security and peace of mind.

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