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P.O. Box 702
Safety Harbor, FL 34695


(727) 647-7748

Shelby Leonard

Shelby Leonard

Administrative Professional, Cambridge Source Office Assistant, Marketing

Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on more administrative tasks. Shelby Leonard joined the Cambridge Source Office Assistant Team in 2020. Shelby assists financial professionals with account management, reporting and planning, communication, and client management. Shelby received an Associate of Applied Science degree from Southwestern Community College. She currently lives in Creston, Iowa, where she enjoys reading, writing, and spending time with her friends and family.