Jeff Leonard CFP®
Managing Director, Wealth Advisor
Jeff Leonard is a Certified Financial Planner™ at VestGen Wealth Partners. With more than 20 years of experience in comprehensive financial planning, wealth management, and estate planning, Jeff upholds a strict fiduciary standard—providing clients with transparent, objective, and personalized guidance tailored to their unique goals and circumstances.
Jeff follows a planning‑first philosophy, aiming to develop a thorough understanding of each client’s financial situation and long‑term objectives. His approach focuses on aligning strategies with each client’s intended objectives. Jeff’s expertise spans wealth management, retirement readiness, and legacy planning, offering clients a holistic and disciplined framework for navigating their financial lives.
Jeff began his academic career at Boston College, majoring in economics and computer programming, before transferring to The University of Texas at Dallas. There, he earned a Bachelor of Science in Computer Science with a minor in Mathematics.
Jeff and his wife, Julie, have been married since 1990 and are the proud parents of two children, Hope and James. They spent many years involved in family activities—especially soccer seasons and frequent outdoor trips to Idaho—and often gathered with loved ones for celebrations in Florida.
Jeff is a parishioner of Ascension Catholic Church in Melbourne. He and Julie are committed to community involvement and are active supporters of Catholic charities, St. Jude Children’s Research Hospital, the Brevard Zoo, and other local organizations dedicated to strengthening the community.
Josh Gerry
Chief Executive Officer
Josh Gerry is redefining succession planning for wealth advisors.
Widely recognized as one of the industry’s leading voices on advisor succession, Josh Gerry is CEO of VestGen Wealth Partners and a 2025 Luminaries Finalist in the M&A Leader of the Year category. He spearheaded the unprecedented merger of 10 advisory practices in December 2024 to launch VestGen, creating a fully integrated wealth management firm that empowers advisors to transition with confidence and aims to ensure clients’ continuity of care across generations. His leadership was recently profiled in a full-page InvestmentNews feature, “Seeking Success from Succession.”
With more than three decades in wealth management, Josh brings deep experience in succession, M&A, and growth strategy. Prior to VestGen, he co-founded Professional Wealth Advisors, LLC, where he scaled the firm to over $10 billion in assets while guiding advisors through successful practice transitions. He later served as CEO of Impetus Wealth Strategies, securing capital commitments to fuel advisor succession and expansion. His earlier leadership roles at AXA and MetLife gave him a deep understanding of large-scale advisor transitions across enterprise firms.
At VestGen, Josh leads the firm’s mission to solve one of the industry’s most pressing challenges: the $13 trillion in assets expected to transition as nearly 40% of advisors retire in the next decade. Josh brings both credibility and conviction to building the next generation of advisor leadership. He is a frequent speaker at industry conferences and contributes thought leadership on the future of succession planning and advisor M&A.
Josh holds a B.S. in Business Economics from UCLA.