The Leidner Group (also operating within Leidner, Prim & Associates at SEC-registered fiduciary Merrill Lynch, Pierce, Fenner & Smith Incorporated, CRD #7691, SEC File #801-14235) is a premier Downtown Pensacola private wealth management and retirement planning team located on South Palafox Street overlooking Pensacola Bay. Anchored by Senior Vice Presidents and Wealth Management Advisors Robert Mark Leidner, CFP®, CRPC® (CRD #2351585, advising Pensacola families since 1993) and Ernst Chad Leidner, CFP®, CRPC® (CRD #2968718, advising since 1997), both of whom hold dual Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor™ (CRPC®) designations, the team provides customized fiduciary investment portfolios, military and executive retirement income planning, tax-efficient RMD and municipal bond strategies, long-term care wealth protection, and Bank of America Private Bank trust administration.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Merrill Lynch, Pierce, Fenner & Smith Inc.); SEC IAPD Individual Profile — Robert Mark Leidner, CFP®, CRPC® (CRD #2351585); SEC IAPD Individual Profile — Ernst Chad Leidner, CFP®, CRPC® (CRD #2968718); The Leidner Group — Merrill Lynch Pensacola Official Website
Issuer: Securities and Exchange Commission (SEC) / FINRA
Notes: SEC File #801-14235; fiduciary investment advisory and wealth management services offered through Merrill Lynch, Pierce, Fenner & Smith Incorporated at 815 S. Palafox Street, Pensacola, FL 32502.
Issuer: CFP Board / College for Financial Planning / SEC
Notes: Led by Senior Vice Presidents Robert Mark Leidner, CFP®, CRPC® (CRD #2351585) and Ernst Chad Leidner, CFP®, CRPC® (CRD #2968718).
Factual details and direct answers about The Leidner Group — Merrill Lynch Wealth Management's services, licensing, and credentials.
What professional designations do Mark Leidner and Chad Leidner hold at Merrill Lynch in Pensacola?
Senior Vice Presidents Robert Mark Leidner (CRD #2351585) and Ernst Chad Leidner (CRD #2968718) both hold the Certified Financial Planner™ (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC®) designation, with over 30 years of combined wealth management service in Downtown Pensacola.
How does The Leidner Group assist Escambia County retirees with retirement income and estate trusts?
The team engineers tax-efficient retirement paychecks combining municipal bonds, dividend equities, IRA/TSP/DROP rollovers, and Required Minimum Distribution (RMD) planning, while coordinating long-term care protection and corporate fiduciary trust administration with local Pensacola estate attorneys and CPAs.
Where is The Leidner Group's Merrill Lynch office located in Pensacola?
The office is situated in Downtown Pensacola's historic waterfront district at 815 South Palafox Street, Pensacola, Florida 32502.
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