Lawrence “Larry” Leitch has one goal: to support you in pursuing your financial goals. He provides you with the guidance and knowledge, while using well-regarded technology, to be both informed for and responsive to you.

Leitch and his staff provide comprehensive financial services to a wide range of clients, including businesses and individuals seeking all levels of financial planning. The SFG team uses many high-tech research tools to tailor offerings to address specific needs for a wide range of clients.

SFG Wealth Management clients enjoy online access to their accounts. The greater reliance on highly secure, web-based resources enables them to provide greater speed and flexibility to address their clients’ needs. Clients also have access to free company e-newsletters, important financial updates, and links to useful services and resources.

A lifelong Baltimore resident, Larry started as a stockbroker since 1987. One year later, he took a position with Prudential Life Insurance Co. From December 1988 to April 2005, he worked as a financial planner at First Financial Group in Towson, Maryland.  He serviced more than 250 clients while working at First Financial.

Leitch earned his Certified Life Underwriter (CLU®) designation in 1993 and his Chartered Financial Consultant (ChFC®) designation in 1996. Most recently he has qualified for and added the Accredited Investment Fiduciary (AIF®) designation in 2012.

Leitch graduated from Indiana University of Pennsylvania in 1986 with a B.S. in Finance, and Accounting and Economics minors. A rugby player for his college, Leitch paid his own way through college. He is a 1982 graduate of Calvert Hall College High School in Towson, Maryland.

He is married to Joyce, and they have three children, Olivia, and twins, Jack and Abby.

Leitch is a registered representative and principal with securities offered through LPL Financial, member FINRA/SIPC. He is also an investment advisor representative for advisory and financial planning services through SFG Wealth Management, a registered investment advisor.

After over 20 years in the financial services industry, Bill joined SFG to use his experience and knowledge as a financial advisor. Most recently, he was the Divisional Sales Manager for a national insurance company overseeing approximately $1 billion in annual annuity sales.  This background led him to individual practice where he uses his experience to provide clients with confidence while receiving his personalized advice.

As a financial advisor, Bill has a passion for assisting clients in pursuing their financial goals. He works closely with each client to fully understand their current financial position and their future financial goals.  From there he takes a holistic approach in the preparation of an individualized plan with diverse investment options.

Bill has undergraduate degrees in Economics and Public Policy from The College of William and Mary and a Masters in Finance from Loyola University Maryland. Because of his strong interest in personal finance, Bill also obtained his Certified Financial Planner (CFP) and Chartered Retirement Planning Counselor (CRPC) designations to expand his knowledge base.

Bill, his wife Kathy, and their four children live in Severna Park, Maryland. They are active members of Severna Park Baptist Church and serve in a variety of mission efforts.  In his spare time Bill and his family enjoy road trips and spending time in their hometown of Chincoteague, Virginia.