Avalon McLeod

President at McLeod Capital Fund Inc
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Contact Information
us****@****om
(386) 825-5501
Location
Miami-Fort Lauderdale Area
Skills

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Bio

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Credentials

  • Mortgage Broker
    Department of Savings and Mortgage Lending
    Dec, 2021
    - Nov, 2024
  • Mortgage Brokers, Bankers And Agents
    Georgia Department of Banking and Finance
    Nov, 2021
    - Nov, 2024
  • Mortgage Broker
    The Florida Office of Financial Regulation
    Feb, 2021
    - Nov, 2024
  • Notary Public
    Notary Public for the State of Florida
    Jun, 2020
    - Nov, 2024
  • Certified in Long Term Care (CLTC)
    Florida Department of Financial Services
    Nov, 2018
    - Nov, 2024
  • Certified Signing Agent
    Notary Association of America
  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
    Florida Department of Financial Services
  • Insurance Broker, Life Settlement
    Florida Department of Financial Services
  • Member
    CRE Finance Council

Experience

  • McLeod Capital Lending Inc
    • United States
    • Real Estate
    • 1 - 100 Employee
    • President
      • Jan 2020 - Present

  • Avalon Planning Corp
    • President
      • Aug 2016 - Present

      Business Planning, SLIRP, Keyman, Premium Financing, ILIT, Wealth Transfer Strategies, Risk Management, Long Term Care , Mortgage Acceleration. Business Planning, SLIRP, Keyman, Premium Financing, ILIT, Wealth Transfer Strategies, Risk Management, Long Term Care , Mortgage Acceleration.

  • Complete Mortgage LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Branch Manager
      • Feb 2021 - May 2022

  • Coastal Wealth
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Managing Associate
      • Aug 2018 - 2019

      I am licensed to sell insurance in: FL. MassMutual Financial Group is a marketing designation (or fleet name) for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives I am licensed to sell insurance in: FL. MassMutual Financial Group is a marketing designation (or fleet name) for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives

  • Guardian Life
    • United States
    • Financial Services
    • 700 & Above Employee
    • Managing General Partner
      • Sep 2017 - Oct 2018

  • American Income Life Insurance Company
    • United States
    • Insurance
    • 700 & Above Employee
    • Supervising Agent
      • Jan 2015 - Feb 2017

Education

  • Northern Caribbean University
    Mass Communication/Media Studies
    2004 - 2009

Community

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