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Leopold Monaco
Leopold Monaco
Vice President - Wealth Management
975 Oak Street
Suite 300
Eugene, OR 97401
tel: 541-341-3415
toll free: 800-345-5501
fax: 541-342-2291
Email Me
Welcome Education Honors Services
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Education and Licensing
  • Juris Doctorate, 1991, Southwestern University School of Law, Los Angeles, CA
  • Bachelor of Arts, 1985, The George Washington University, Washington D.C.
Honors and Recognitions
  • American Jurisprudence Award: Corporations
Services
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Financial Planning
  • Municipal Bonds
  • Business Planning
  • Corporate Retirement Plans
  • Alternative Investments
  • Fixed Income
  • Foreign Exchange
  • Lending Services
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • Cash Management
  • Endowments and Foundations
  • 529 Plans
  • Corporate Cash Management
  • Business Succession Planning
  • 401k Rollovers
Bulletin Board
  • Do you have a concentrated position in one company's stock? If yes, call us to learn about things you can do to diversify and decrease risk.
Leopold Monaco is licensed in the following state(s): AK, AZ, CA, FL, NC, NJ, NY, OR, TX, VT, WA, WY
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Monday Morning Musings (pdf)

Municipal Market Commentary (pdf)

Equity Market Weekly (pdf)
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