Leonardo Rodriguez
Client Service Associate
lrodriguez@kswwealth.com
Leonardo Rodriguez, Client Service Associate, has earned his Bachelor of Arts in Elementary Education and Behavioral Management from Ana G. Mendez University. He joined our team in July of 2024 and as a Client Service Associate, he assists our wealth management clients with account services such as account transactions, fund transfer requests, and any questions on wealth management paperwork. Leo holds his 2-15 license for Life, Health, & Variable Annuities.