Professional

Pete Leone has been a part of the financial services industry since 1990.

His mission is to help clients attain financial security for their families and businesses. Because you cannot predict the future, Pete will help you plan for the best and worst case scenarios and create a long-term relationship. Pete is committed to providing expert guidance and innovative solutions, and will work to create long-term relationships based on quality service and integrity.

Pete uses a personal planning analysis to deliver a comprehensive plan that integrates a wide spectrum of survivor income, retirement, and asset allocation needs. Pete helps people:

  • Identify both short and longer-term goals for you and your family
  • Develop a comprehensive plan that addresses a wide spectrum of needs, including asset allocation, disability income, education funding, estate planning, long-term care, retirement planning, and survivor income.

Education

  • Bachelor of Business Administration from the University of Wisconsin - Whitewater.

Awards and Recognition

  • Attracting Quality Associates (AQA), 1998
  • National Quality Award: 1994, 1997-2010
  • National Sales Achievement Award: 1994, 1998-1999, 2004
  • Million Dollar Round Table Qualifying Member: 1999-2001, 2003-2004, 2008-2010
  • Million Dollar Round Table Qualifying Life Member: 2011-13

Associations and Memberships

Lake County Estate Planning Council, current member and past President

National Association of Insurance and Financial Advisors, member

 

 

 

L. Peter Leone II, CLU®, ChFC®, CASL®, REBC®, RICP®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck