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John F. Leonard, IV, CFP®
Vice President, Client Advisor
Portland, Maine
John F. Leonard
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John F. Leonard, IV, CFP®

Vice President, Client Advisor
Portland, Maine

John, a Certified Financial Planner™, provides personalized financial planning counsel and portfolio management services to individuals, families, and institutions.  John understands each client is unique and should be provided with individualized service to help define and meet their goals. He came to R.M. Davis in 2024 after serving more than six years in Portfolio Management as Vice President, Client Advisor at Spinnaker Trust in Portland.  Prior to that, John worked at JP Morgan Securities in Boston. 

John grew up in Woolwich, Maine, and attended the Governor’s Academy in Byfield, MA. He is a graduate of the University of Vermont and after a decade of working in Boston, returned to his home state.  John and his wife, Mary Kate, live in Yarmouth with their son and chocolate lab.  In his free time, he enjoys recreational sports, getting outdoors and spending quality time with his young growing family.

Work Experience

  • Joined R.M. Davis, joined in 2024
  • Spinnaker Trust Company, Vice President, Client Advisor
  • JP Morgan Securities, Senior Associate
  • Brown Brothers Harriman & Co., Senior Securities Lending Analyst

Education

  • University of Vermont, Bachelor of Science in Business Administration

Community Involvement

  • Portland Stage Company Trustee (present), VP Finance (past)
  • Spurwink Services, Defined Benefit Plan Investment Advisory Committee
  • BlackRock Emerging Leaders
  • ALS Therapy Development Institute: Warriors of Wall Street Advisory Board (past)
  • Lift360 Emerging Leaders (past)
  • Falmouth High School Volunteer Varsity Assistant Lacrosse Coach (past)