Mr. McLeod has been a financial advisor for nearly 30 years. After spending his early career in the real estate arena, Stuart joined UBS (formerly Kidder Peabody/Paine Webber) in 1991. In 1995, he became a partner in the Little, McLeod, Valentine Wealth Management Group. Throughout the years, Stuart has collaborated with leading attorneys and tax advisors in New England to provide the team's high net worth clients and their families with comprehensive solutions to their estate planning needs. Stuart's knowledge of various estate planning techniques as well as his knowledge of insurance products and investments ensures that clients receive a comprehensive approach to their financial planning which produces effective and individualized solutions.
Stuart lives in Needham, Massachusetts with his wife and their three children. He is an enthusiastic supporter of youth sports and has coached many teams of multiple sports throughout the school years. He is an avid boater who has competed in numerous sailing races including the annual offshore race from Marion, MA to Bermuda. While sailing is a passion, Stuart's greatest joy is spending time with his family and friends on Cape Cod.
Accomplishments:
Education:
- B.A. Clark University, 1984
Personal & Community:
- Needham Youth Basketball Association 2003-Present
- Active supporter of the Alzheimer's Association of New England 2010-Present
Registered States:
AL, AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA