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. I am also a long time baseball coach in the Harrisburg Parks and Recreation athletic department and a former soccer coach in the American Youth Soccer Organization. I am also an active 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.