Leomar Purtado

Advisor Support

Leomar joined our team in 2019 and has consistently delivered exceptional support to our financial advisors, earning well-deserved praise for his role in implementation. His meticulous attention to detail and steadfast commitment ensure that every piece of advice is executed seamlessly and efficiently. Always ready to face challenges head-on, Leomar’s dedication and hard work not only contribute to our success but also inspire those around him.

In 2024, after serving as a client services manager for a year, he made a remarkable return to our team, bringing renewed energy and a steadfast focus on providing impartial support to advisors throughout the advice process.

Outside of work, Leomar enjoys immersing himself in his collection of books, playing the ukulele or piano at home, and riding his motorbike to explore nearby beaches and mountain resorts.