Tony Leonard

Tony Leonard


Managing Director

 

Wise Rhino Group

Managing Director

Firm focused on assisting Retirement Advisory firms with growth through partnership strategies.

USI Consulting Group

Consultant

Focused on the mid-market for plan design, fiduciary governance, 401(k), 403(b), ESOPs, Defined Benefit, and Cash Balance plans.

OneAmerica Retirement Services

Regional Sales Director

Worked with RIAs and Consultants in the mid-Atlantic to deliver customized solutions for plan sponsor clients while delivering impactful participant outcomes.

New York Life Retirement Services

Sales Consultant

Was the initial institutional salesperson for the southeast in the mid to large market for NYLIM’s bundled defined contribution, defined benefit, and non-qualified deferred compensation solutions.  

Tony Leonard


Managing Director

Personal Profile

Tony resides in Charlotte, NC with is family. He can usually be found fly fishing, hiking, and/or watching his beloved Fighting Irish.

Hometown: Cincinnati, OH Education: University of Notre Dame  Top 5 Albums of all time:

Born in the USA – Bruce Springsteen

Bridge Over Troubled Water – Simon and Garfunkel

The Joshua Tree – U2

Greatest Hits – Patsy Cline

You’ll Never Walk Alone – Elvis Presley

Musical artist you would most like to have a meal with (alive or dead): Elvis Presley Song Lyric that best describes you:

Yes, there were times, I’m sure you knew

When I bit off more than I could chew

But through it all, when there was doubt

I ate it up and spit it out

I faced it all and I stood tall

And did it my way

-“My Way” – Frank Sinatra

Musical Artist you would most like to see perform (alive or dead) Bono