Leif Mahler Bio Image
Leif Mahler, CFP®, CPWA®, CEPA® Private Wealth Advisor Senior Vice President, Investments

Leif aims to help his clients develop a financial plan and investment strategy that pursues their goals under different market environments, and brings clarity and confidence to their finances so they can focus on living their best lives. He prioritizes ongoing education to stay on the cutting edge of advising and providing clients with the most informed advice possible.

Before joining Raymond James, Leif served as a financial advisor for The Mahler Group of Wells Fargo Advisors. Prior to that, he was Director of Sales at DPL Energy Resources and regional sales manager at MC Squared Energy services. He holds a bachelor’s degree in economics from the University of Michigan, where he served as two-time co-captain of the varsity baseball team and won three Big Ten championships.

Originally from Columbus, Ohio, Leif lives in Dublin with his wife Samantha and their two children, Jonathan and Ryan. He serves on the St. Charles Preparatory School Endowment Board and plays golf whenever he can. He also enjoys hunting and fishing.

Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.

Raymond James is not affiliated with the above organizations and/or charitable causes.