Concorde Names Elizabeth Leon Vice President, Operations

ANN ARBOR, Mich.--(BUSINESS WIRE)--Concorde, a leading independent broker-dealer and registered investment advisor serving financial professionals nationwide, has named Elizabeth Leon as vice president of operations.

“Liz’s three decades of experience make her exceptionally well-suited to lead our operations team,” said Danielle Delongchamp, president and chief executive officer of Concorde. “Her background in broker-dealer operations and client service management, combined with her extensive FINRA licensing, will strengthen the operational foundation supporting our financial professionals as we continue to grow.”

Leon brings 30 years of financial industry experience in New York and South Florida. Previously, she served as a senior client service manager for the Southeast region at J.P. Morgan Advisors in Florida. Her career encompasses broker-dealer operations, investment advisory and private banking, with roles at firms including Merrill Lynch, Morgan Stanley and RBC Wealth Management.

In these capacities, she has led, managed and coached high-performing teams with a focus on service excellence. She has played a key role in mitigating risk, maintaining operational best practices and upholding rigorous firm and regulatory standards.

Leon earned a degree in business administration and management from Berkeley College in New York and holds FINRA Series 4, 7, 9/10, 24, 31, 53, 63 and 66 licenses.

About Concorde

Concorde is a nationally recognized, full-service broker-dealer, SEC-registered investment advisor (RIA), and insurance firm committed to supporting financial professionals and their clients. Through a thoughtfully integrated ecosystem of investment, advisory and insurance solutions, the firm provides the tools and expertise needed to help clients reach financial goals and objectives.

Founded by entrepreneurs, Concorde is proud to be a company made up of like-minded individuals driven by passion, purpose and a shared commitment to excellence. With a personalized approach, the firm offers a high-caliber experience tailored to each advisor’s and client’s unique goals. Concorde’s integrated broker-dealer and wealth management platforms are designed to provide customized support and forward-looking resources that allow financial professionals to unlock their full potential.

Concorde Holdings, Inc. is the parent company of Concorde Investment Services, Concorde Asset Management and Concorde Insurance Agency. The firm serves clients across all 50 states with a clear focus on long-term partnership and purposeful progress. To learn more, visit concordeis.com.

Disclosures

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA).