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Community & Giving

Leonard Financial Group and Our Community

Jeff Leonard, CFP® and managing principal of Leonard Financial Group has continued to stay active in our local community having previously served as coach, treasurer and president of the Space Coast United Soccer Club from 2003 thru 2015, and is a current parishioner of Ascension Catholic Church in Melbourne.

Jeff and his wife, Julie, believe in giving to the community and have happily sponsored and donated to many local charities and sports programs over the years. As a family owned and operated business in Brevard County, they have a responsibility to actively show support and engage with other businesses in our community.

Featured Parishioner Highlight in Central & South Brevard Parish Neighbors Magazine. 


Central and South Brevard Parish Neighbors Magazine shines a spotlight on parish neighbors and celebrates their contribution to our community.  February's issue featured parishioner was The Leonard Family. 

Jeff and Julie Leonard have been members of Ascension Parish since 1998 and have long time friendships and support from the Parish which mirrors their Catholic Christian beliefs. 

They started their family business, Leonard Financial Group, in 2007 and are very proud to be able to help people work toward their financial goals. 

The couple stated, "We pray for our family, friends, and clients that they will experience good health, happiness, and wish them the very best life has to offer. We seek God's grace and always acknowledge our blessings." 


Viera High School Hawks Lacrosse Team


Every donation and sponsorship to local teams helps young athletes with access to organized sports and builds a sense of discipline, teamwork, and leadership among the team participants. Jeff and Julie's children played sports from a young age, so they understand the impact sports can have on the youth. Leonard Financial Group is proud to sponsor a local team. 

Viera High School Hawks Soccer Man of the Match

JAN 2024 |  Leonard Financial Group sponsors the Man of the Match: Viera Hawks VS Heritage High. Go Hawks! 

Social Concerns Ministry's Thanksgiving Meal Baskets

NOV 2022 & 2023 I Social Concerns through Ascension Church helps families in need of assistance such as food, rent, utility bills, medication, gas, and more.

Each year Leonard Financial Group partners with Social Concerns and sponsors 10 local families in need to receive Thanksgiving meal baskets. Leonard Financial Group donates a Publix gift card to each family for the purchase of a Turkey or Ham, and then hosts a month long food drive where our clients bring in non perishable food items to fill up the rest of the baskets. 

It fills our hearts with joy at Leonard Financial Group to help make a difference in our local community!

Brevard Zoo's Safari Under the Stars Gala

APR 2023 & 2024 | Leonard Financial Group is a proud sponsor and attendee of the Safari Under the Stars gala - where all proceeds from our donation helps the Zoo's program initiatives.   

Safari Under the Stars Gala is a spectacular event where committed members of our community come together to celebrate the impacts and benefits delivered by the Zoo, made possible through the extraordinary support they receive. 

It is also an opportunity to hear about the Zoo's exciting plans for the future. Safari Under the Stars is an evening, filled with animal encounters, sumptuous culinary delights, tasty libations, signature entertainment, silent and live auctions, and a catered dinner – all for a great cause!

Each year, attendees of the Safari Under the Stars have the opportunity to rally around a specific Zoo need. This year’s 2024 project will focus on widespread improvements and upgrades serving our native Florida wildlife species. These funds will serve animals such as black bears, salamanders, grasshopper sparrows, sea turtles and manatees in addition to conservation and wellbeing initiatives.  

There are so many ways to show your support to Brevard Zoo. Visit their website to learn more about this impactful organization: www.brevardzoo.org

Client Annual Shredding Event

SPRING EVENT | Each Spring, Leonard Financial Group partners with Southeast Secure Shredding and hosts a free Shred Event for our clients and their families. 

This opportunity allows our clients to dispose of unwanted personal documents safely and securely to reduce the risk of identity theft.

Southeast Secure Shredding is AAA Certified through the National Association for Information Destruction (NAID) since 2004. The AAA Certified shredding process provides trusted privacy protection and peace of mind by rendering confidential information unreadable, and 100% of all shredded documents are recycled.

Monthly Giving to St. Jude Children's Research Hopsital 

St. Jude is leading the way the world understands, treats and defeats childhood cancer and other life-threatening diseases. 

Unlike other hospitals, the majority of St.Jude's funding comes from donors. This support allows families to never receive a bill from St. Jude for treatment, travel, housing or food.

For the last 3 years, Jeff and Julie Leonard have generously given monthly to St. Jude to help with their hospital's mission to cure childhood cancer, and support families that are going through a challenging time. 

Visit St. Jude's website to learn more about this leading organization and the ways to support their mission: St. Jude Children's Research Hospital

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