Preparing for retirement with John Ledford of Ledford Wealth Management
John Ledford, the founder and president of Ledford Wealth Management an independent, comprehensive financial consulting and wealth management firm that primarily serves retired professionals and high net worth pre-retirees, as well as for-profit and not-for-profit companies joins Enterprise Radio.
- As a financial advisor, what exactly do you do and how do you help your clients?
- What made you decide to pursue a career in finance and wealth management?
- What is some of the fundamental advice you give to people when they are preparing for retirement?
- With so many different financial firms out there, how does your company stand out among the rest of the competition?
- What is the most important financial planning tip you can give to an a small business owner or entrepreneur?
John’s career in finance began at the age of 19 with a major Wall Street brokerage firm. From there, he quickly advanced to a trust officer with one of the nation’s largest trust and investment banks. In 1996, John joined Financial Advisory Service based in Winter Park, Florida. In 1998, he became president and co-principal of Conte-Ledford Financial Group (previously known as Financial Advisory Service). He held this position until July 2002, when he formed Ledford Financial.
In 2008, Ledford Financial was honored by Orlando Magazine1 as one of the “Top Financial Planning Firms” in Central Florida. Also in 2008, Boomer Market Advisor2 named John “Socially Responsible Advisor of the Year” for his work providing funds to micro banks throughout Latin American and the Caribbean, which spurred the creation of Change MicroFund. In 2009, John was a top 10 finalist for Registered Rep’s3 “Outstanding Advisor of the Year” for which he was again recognized for his work in micro-lending in emerging-market countries.
John’s registrations include FINRA Series 6, 7, 24, 63, and 65. He is a Investment Adviser Representative with Commonwealth Financial Network®, and a CERTIFIED FINANCIAL PLANNER™ practitioner. John is a member of the Financial Planning Association (FPA) and a former member of the Gulf Coast and Space Coast Estate Planning Councils.
John attended North Texas State University and is also a graduate of the University of Central Florida and the College for Financial Planning.
He currently lives in Winter Springs with his wife, Valerie, and four children. Away from the office, he enjoys diving, music, coaching, flying, and just about every sport. Additionally, he spends much of his free time supporting a variety of local charities, including Change MicroFund, of which he is a founder.
Securities and advisory services offered through commonwealth financial network, Member FINRA.org/SIPC.org, a Registered Investment Adviser. Ledford Wealth Management, 934 North Magnolia Suite 200 , Orlando, FL 32803. 407-999-8998.
This communication is strictly intended for individuals residing in the states of AL, A Z, CA, CO, FL, GA, IL, KS, MA, MD, MN, MO, MT, NC, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.