Jarrod Sleppy

Jarrod is a Wealth Management Advisor of Legacy Edge Advisors. With over 15 years of financial planning experience, Jarrod has built his career by focusing his attention on the needs of his clients by providing comprehensive solutions, customized asset management strategies, and ongoing support to the families he serves. 

Jarrod has had a lifelong career goal of having an independent firm that prides itself on quality planning as a fiduciary. It has always been Jarrod's belief that proper planning begins with hearing, understanding, respecting, and genuinely caring for his clients. Putting their interests first and ensuring strong communication throughout the client experience has been the backbone of Jarrod’s career as a Wealth Management Advisor. 

Prior to joining Legacy Edge Advisors, Jarrod was a Wealth Advisor at TIAA for 11 years where he specialized in holistic planning with high-net-worth professionals in the academic and medical community. Preceding TIAA, Jarrod worked as a Financial Advisor for Citizens Investment Services (Citizens Bank). Jarrod started his career at Merrill Lynch where he entered their PMD program and began his financial services career. 

Jarrod earned his bachelor's degree in Communications from Slippery Rock University. He resides in Sarver, PA, where he is raising his three daughters, Madison, Mia, and Isabel. In his free time, you can find Jarrod watching and playing sports, cooking for his family and friends, or traveling to new destinations where he can enjoy the local cuisine and culture, as well as share new experiences with his family and friends.