Leon M. Mezrah

Chairman and Managing Partner

Leon established the firm in 1966 and quickly distinguished himself as one of the industry’s leaders. Mezrah Financial is committed to providing services to public and privately held companies, high net worth individuals and is the largest firm in the southeast providing full service financial planning for over 1,100 physicians in eight counties. Leon’s extensive background has provided him with the knowledge and creativity to offer innovative solutions that enable wealthy individuals to accumulate and preserve wealth on a tax-favored basis. Leon’s area of expertise includes Executive Life Insurance Plans, Leveraged Bonus Plans, Board of Director Benefits, Business Continuity, Wealth Transfer and Executive Financial Planning.

Leon has been a member of a number of elite industry organizations including the International Association for Financial Planning, the National Association of Estate Planning Councils, the Association for Advanced Life Underwriting and has been listed in Who’s Who in Financial Planning. He has authored numerous articles and has been a frequent lecturer over the past thirty-seven years.

A graduate of the University of Alabama, Leon is married with two sons who have joined him in growing Mezrah Financial.

Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. Mezrah Financial is independantly owned and operated. Mezrah Financial is a member of M Financial Group. Please go to mfin.com for further details regarding this relationship. Mezrah Financial and their agents Lee Mezrah and Leon Mezrah are presently licensed to sell traditional life insurance in the states of CT, FL, GA, IL, NJ, NY, OH, PA, TX, UT, VA, and WA. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service. Mezrah Financial and their Registered Representatives Lee Mezrah* is currently licensed to sell variable life and annuity products, as well as other securities products, in the states of CA (#OJ13269, CT, FL, GA, IL, MD, MO, NJ, NV, NY, and OH. Residents of other states should consult with a local Registered Representative for securities products.

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