P. Scott Leonard

P. Scott Leonard has extensive work experience in various roles within the financial industry. P. Scott is currently the Founding Partner and CEO of TerraWealth™, a position they have held since 2022. Prior to this, they worked at Lincoln Financial Distributors as the Assistant Vice President Sales from 2015 to 2022, where they focused on driving sales within the Specialty Annuity Partners Channel. Before that, they were a Regional Marketing Director at Lincoln Financial Group from 2007 to 2022, where they successfully grew sales of Lincoln Choice Plus annuities. P. Scott also has experience as a Regional Sales Director at Protective Life and a Regional Marketing Director at The Hartford. Additionally, they started their career as a Sales Director at Thomas Nelson Publishers, where they sold educational books and managed a team.

P. Scott Leonard attended East Carolina University from 1994 to 1999, where they studied Business Administration and Management. In 2006, they obtained a certification in Financial Gerontology from the University of North Carolina at Greensboro. In 2015, they achieved the Certified Fund Specialist designation from the Institute of Business & Finance. P. Scott also holds additional certifications such as Registered Financial Gerontologist from AIFG, although the specific year of obtaining this certification is unknown. P. Scott Leonard further developed their expertise in Multigenerational Family Planning through the Money, Means, and Choices Institute in 2012.