Leo Priemer ’06, an Edward Jones financial advisor in South Bend, was recently named in the 2023 Forbes Best-In-State Wealth Advisors list. He is ranked #77 among high-net-worth investment advisors in Indiana.
Advisors included in this list are carefully selected based on extensive research and interviews as part of SHOOK Research’s meticulous methodology. They are evaluated through both quantitative and qualitative metrics, including but not limited to weightings from revenue, client retention rates, assets under management, compliance records, industry experience, and whether they exhibit best practices when working with clients.
Last year, Priemer was named to the annual list of “Next-Gen Wealth Advisors” by Forbes magazine and SHOOK Research. He was also recognized as a 2021 Michiana Forty Under 40 recipient by the South Bend Regional Chamber of Commerce and Young Professionals Network.
Priemer opened his Edward Jones office in 2008, two years after graduating from Wabash College. Since then, he has built a thriving financial advisory practice, serving over 330 clients in at least 28 states. He holds designations as a Certified Financial Planner and Accredited Asset Management Specialist.
While at Wabash, Priemer studied political science and was a member of Phi Kappa Psi.
