Associates

I'm Leo Sbardella, Jr., a Financial Consultant with Equitable Advisors located in the Charlotte, NC metropolitan area.

As a financial professional, my mission is "To assist successful individuals, families, and prospering businesses with copious assets via sensible financial planning." I want to assist clients in building secure financial futures. Empowering them to make informed decisions and take positive action toward meeting their specific goals does this.

I hold FINRA securities registrations 7, 24 and 66 along with life and health and long term care licenses. I also hold a Bachelor of Arts in Economics and Business Administration.

Through Equitable Advisors and its affiliates, I can offer a broad range of financial products and services including Life Insurance, Brokerage Accounts, Variable Annuities, Long Term Care, Disability Insurance, Health Insurance, and Company Benefit Plans.

Maintaining a sense of community is extremely important to me. I am an active member of The Charlotte and Cabarrus County Chamber's of Commerce, Harrisburg Business Networkers, The Knights of Columbus, and St. James Church. In the past I also served as baseball coach in the Harrisburg Parks and Recreation athletic department and am a former soccer coach in the American Youth Soccer Organization and licensed soccer referee for the United States Soccer Federation and the North Carolina High School Athletic Association.

Dana, my wife of 20-plus happy years, and I reside in Harrisburg with our four outstanding sons, Nicholas, Andrew, Daniel, and Luke.

I look forward to working with you as a client of our team at Equitable Advisors. If you have any questions about our services or me, please do not hesitate to call or email me.