Making the right hires and using a firm-wide team approach to client service has helped Leonetti & Associates, a financial advisory firm in Buffalo Grove, Ill. grow and prosper, according to chief executive officer Michael Leonetti, who founded the firm in 1982.
Unlike some other firms, where advisors work very independently of each other, “we’re set up in departments instead of silos,” Leonetti said. These departments include a client services department, a portfolio management department, a team of seven financial advisors, and a full-time compliance officer.
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