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Leslie Dawn Taylor-neumann

Dinuzzo Private Wealth, Inc.

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About Leslie Dawn Taylor-neumann

Leslie Dawn Taylor-neumann is a Certified Financial Planner™ and a Chartered Financial Consultant with Dinuzzo Private Wealth, Inc. Leslie has been with Dinuzzo Private Wealth, Inc. since 2015, and has experience advising individuals, families, and businesses. Leslie is also registered as an Investment Advisor Representative in Maryland, Pennsylvania, and Texas. Leslie holds a Series 65 license, has been a Registered Representative since 2017, and has a background in education and finance. Leslie's specializations include financial planning, portfolio management for businesses and individuals, and pension consulting.

Firm Information

Leslie Taylor-neumann is currently registered with Dinuzzo Private Wealth, Inc.. Dinuzzo Private Wealth, Inc. is an investment advisor registered with the SEC and located in Beaver, PA. The firm manages $946,475,627 in total assets, with $946,475,627 under discretionary management. They provide financial planning, pension consulting, and portfolio management services to individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Dinuzzo Private Wealth, Inc.

1501 3RD ST.

BEAVER, PA 15009

$946.48M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Leslie Taylor-neumann’s Registration & Firm History

PA

10/23/2020 - Present

Dinuzzo Private Wealth, Inc. (BEAVER PA)

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Licenses & Designations

IA

Issued 07/18/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Leslie Dawn Taylor-neumann.
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