
LEONARD WILLIAMSON
Throughout Leonard Williamson’s exceptional career, he has accumulated a wealth of knowledge and expertise in the financial services industry. His diverse and extensive experience includes work in insurance, financial advising and alternative investments. After several successful years working as a wholesaler, a personal encounter drastically altered his role in the financial services sector.
Leonard discovered that his very own father, after working non-stop for 50 years, could not retire. Facing this singular heartbreaking reality became a pivotal career-changing moment. Challenged and impassioned by this very personal connection to his father’s and every working American’s plight, Leonard has made it his mission to help individuals successfully navigate retirement planning.
Now, as a partner at Perch Wealth Management, Leonard leverages his extensive financial insight to provide his clients with highly personalized and effective wealth management strategies that position them for success throughout all the phases of their life in retirement.
Family is very important to Leonard, and he enjoys spending time with his wife Sara and their three dogs, Goose, Carlton and Apollo. During their free time, Sara and Leonard give back to a local charity (Loving Connections) that has impacted their lives in a positive way.

Leonard has a deep understanding of the many facets and complexities of wealth and retirement income planning and aims to take you through the short-term tasks that lead you beyond those long-term milestones so that you can arrive at the financial independence you seek in retirement. Like you, he works tirelessly to ensure that your financial wealth can support and sustain the aspects of life that matter most to you.
- Perch Wealth Management – Partner
- Emerson Equity – Financial Advisor
- Williamson Wealth Management – Managing Partner
- Simplicity Financial Marketing – Business Coach for Financial Advisors
- Cantor Fitzgerald – Assistant Vice President
- Realty Capital Securities – Internal Wholesaler
- ICS Integrated Card Services – Account Executive
- BA, Political Science and Government (Summa Cum Laude) – Loyola Marymount University
- FINRA Series 7, 65 and 63 Licenses
- Fundamentals of Alternative Investments, CAIA Association