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LeonardValerie R. Leonard, AIF, CRPC, co-founded Grinkmeyer Leonard Financial in Birmingham.  She is a 2003 graduate of the Collat School of Business with a Bachelor of Science degree in finance.  

Grinkmeyer Leonard Financial is a full-service financial advisory firm  based in Birmingham, AL. Valerie brings unique solutions to businesses looking for comprehensive advice for their 401(k) plans and other group benefits, and she works closely with individuals who need a strategic partner to help them navigate their financial lives.

Valerie started her career with American Express Financial Advisors in 2002, graduated with a BS in finance from the University of Alabama at Birmingham in 2003, and formed a business partnership with Trent Grinkmeyer in 2004 at American Express Financial Advisors, now Ameriprise Financial. Because of their intense desire to provide the highest quality of independent advice and the most suitable products to their clients, Valerie and Trent joined forces with Commonwealth Financial Network in 2007.

Valerie holds the Accredited Investment Fiduciary® (AIF®) designation as awarded by Fiduciary360, the Certified Plan Fiduciary Advisor (CPFA) credential as awarded by the National Association of Plan Advisors (NAPA); she is currently serving on the Retirement Advisory Council at Commonwealth Financial Network and on the Retirement Advisory Board at Nationwide Financial; she has been recognized as a member of the Advisory Council at Fidelity Investments for multiple years; and she is a proud member of Retirement Plan Advisory Group (RPAG), the Financial Planning Association (FPA), and the National Association of Plan Advisors (NAPA). InvestmentNews Magazine named Valerie to its "40 Under 40" Top Advisers for 2015. Valerie was named as one of the 2015 Top Women Advisors by NAPA.net.   Valerie has been named to Employee Benefit Adviser's 2015 Rising Stars in Advising List.  Valerie is an investment adviser representative (IAR) with Commonwealth Financial Network, she holds FINRA Series 7 and Series 66 securities registrations, and she is licensed in multiple states for life, health, and disability products.

Grinkmeyer Leonard Financial is a full-service financial advisory firm based in Birmingham, AL that specializes in offering independent, customized service solutions to companies who sponsor retirement benefit plans and people looking for investment management or financial guidance.  Their unique financial wellness approach, depth and breadth of their 401(k) expertise, and unconventional service model differentiates them from their competitors.

Grinkmeyer Leonard