Charlie Duryee, CFP®

Charlie Duryee is an Associate Director at Leo Wealth, an independent global wealth advisor. Based in New Jersey and New York, Charlie is responsible for helping service clients with all aspects of their financial lives including, but not limited to, tax planning, estate planning, and investment management. Charlie handles day to day client inquires, helps create client deliverables, and assists in developing family office initiatives.

Prior to Leo Wealth, Charlie was an analyst at Wilmington Trust, where he participated in a training program that provided him experience in all aspects of the wealth management business.

Charlie is a registered representative of Leo Wealth, LLC, a Registered Investment Advisor firm. He also earned his Financial Planning certification from NYU and holds a CERTIFIED FINANCIAL PLANNER™ designation.

Charlie earned a Bachelor of Science at Bucknell University’s Freeman College of Management where he majored in accounting and finance. In his spare time, Charlie enjoys spending time with family and friends and playing golf.