Jonathan Leonard
Login to view DISC.Jonathan Leonard is a financial strategist focused on business succession, exit planning, and advanced tax strategies for high-net-worth clients. Leveraging his background from Stony Brook University, he designs customized plans to maximize wealth, reduce tax exposure, and ensure long-term financial security for business owners.
Outside of his direct work, Jonathan is passionate about professional development and networking. He follows major financial institutions like Goldman Sachs and Morgan Stanley, and shows a keen interest in BNI Global, a business networking organization, to foster strong professional relationships.
He believes that servant leadership is a core principle for success and a key driver of his organizations culture.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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