Leonard F. Waldmann III
Denver Tech Center
5619 DTC Parkway, Suite 1050
Greenwood Village, CO 80111
(877) 591-5959 | (303) 643-5959
Leonard F Waldmann III “Len” has been in the financial services industry for 30 years. He spent 5 years at Merrill Lynch, 23 years at Morgan Stanley and has been with First Financial Equity Corporation since 2016. Len works with all types of clients including, business owners, professionals, executives, foundations/endowments, and high net worth/ multi generation families (i.e. grandparents, parents, children) etc. His areas of expertise include portfolio management, asset allocation, risk management, retirement income, estate planning, and business continuation/succession.
Len is the oldest of four siblings, and attended Brown University. He and his wife, Robin, have been married 30 years. He enjoys reading, sports, food & wine. Leonard and Robin are involved with charity work; enjoy traveling and experiencing different cultures, history, people, and art.