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    Joseph Leary

    CFA®, MBA

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    Pennwood Financial Group - Main Office
    4905 Tilghman Street Suite 200 Allentown, PA 18104-9130
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    About Joseph

    Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

    Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. I provide total financial needs analysis through a network of experienced professionals with expertise in: • Advisory services • Retirement analysis and programs • Estate strategies • Employee benefit and retention services • Business continuation strategies • Trust services

    Education:

    New York University - Leonard N. Stern School of Business

    Master of Business Administration (M.B.A.)

    Field of Study:  Finance & Marketing

    Dates attended:  1998-2002

    DeSales University

    Bachelor of Science in Accounting; graduated Summa Cum Laude

    Dates attended:  1988 – 1992

    Activities and Societies: President: Delta Epsilon Sigma National Honor Society Student Government Representative Intramural Sports: Flag Football, Basketball, Volleyball, Softball

    • Recipient of The Provincial Medal of Honor

     

    Volunteering Experience & Causes:

    DeSales University

    President's Council

    Dates volunteered Jun 2014 – Present

    Volunteer duration 2 yrs 8 mos

    Business Advisory Council

    Dates volunteered Mar 2010 – Present

    Volunteer duration 6 yrs 11 mos

    Class Agent

    Dates volunteered Jan 2007 – Present

    Volunteer duration 10 yrs 1 mo

     

    Our Lady of Perpetual Help Parish

    CYO: Athletic Director

    Dates volunteered Jul 2014 – July 2016

    Volunteer duration 2 yrs 7 mos

    CYO: Treasurer

    Dates volunteered Jul 2010 – Jun 2014

    Volunteer duration 4 yrs

    Basketball Coach

    Dates volunteered Oct 2006 – Present

    Volunteer duration 10 yrs 4 mos

     

    Lower Nazareth Recreational Association

    Baseball Coach

    Dates volunteered Apr 2005 – Jun 2015

    Volunteer duration 10 yrs 3 mos

    I am licensed to sell insurance in: PA, MD, NJ and TN, and securities in: PA, MA, MD, and NJ. I am a registered representative of and offer securities and investment advisory services through MSI Financial Services, Inc. (also known as MetLife Securities, Inc. in some states), member SIPC (www.sipc.org). Supervisory address: 4905 Tilghman St, Suite 200, Allentown PA, 18104, 610-398-0100. PennWood Financial Group is a member of the MassMutual Financial Group. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    Joseph Leary CFA®, MBA is a registered representative of and offers securities and investment advisory services through MSI Financial Services, Inc., Member SIPC, 4905 Tilghman Street, Suite 200, Allentown, PA 18104-9130, Tel: (610) 398-0100

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Connecticut, Maryland, New Jersey, Pennsylvania, Tennessee

    I am licensed to sell Securities Products in the following jurisdictions:
    Connecticut, Florida, Maryland, Massachusetts, New Jersey, Pennsylvania

    Joseph Leary CFA®, MBA, Allentown, PA

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    for Your Future.

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