Meet Cody

MassMutual financial professional.

Financial Advisor

Cody R. Leopard

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Focus areas

Business Owners, Military, Investment Strategies, Insurance Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Risk Management Strategies, Financial Education

Languages

English

Professional Story

  1. I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:
  • Define your personal financial goals
  • Develop a financial strategy that can help you achieve these goals
  • Suggest suitable products and solutions based on your needs
  • Implement your strategy with products and services that help meet your needs.
  1. 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, and more importantly, future needs.
  2. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.
  3. 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.
  4. Knowledge is the key to a successful financial future.

Education

University of South Carolina (2023)

Hobbies

Running, Camping, Hiking, Working out, Gaming

Affiliations & Memberships

USMC Veteran

MM202611-311872

Check the background of this investment professional on FINRA's BrokerCheck

MassMutual Carolinas

4350 Congress Street #300
Charlotte, NC 28209
Connect with us704-557-9600704-557-9670Get Directions
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Check the background of this firm on FINRA's BrokerCheck.

Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC., Member SIPC. Supervisory office: 4350 Congress Street #300, Charlotte, NC 28209, Phone: 704-557-9600.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies.  Agency officers are not officers of MassMutual. 

Financial services representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of general agents with whom they contract.