Are you ready for the “if” in life?
Mikhail Leyon helps doctors and business owners protect their income, their families, and their futures through tax-efficient strategies for insurance, retirement, and estate planning.
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A FOCUSED PRACTICE
Built for doctors and business owners.
For more than two decades, Mikhail has helped medical professionals and business owners maximize their estate planning through insurance and financial programs.
Doctors and medical professionals
Protecting the income your career is built on, with disability income and long-term care strategies that secure your family's future.
Business owners
From buy-sell agreement funding and key person insurance to retirement plans and deferred compensation, strategies that protect the business and the people behind it.
"Your financial foundation starts with the adequate amount of income protection. Disability income and long term care insurance are key components to help secure your financial future."
Mikhail Leyon
SVP of Wealth Management
ABOUT
More than two decades of guidance.
Mikhail started his career in 2002 with MetLife as a financial advisor and joined the MassMutual family when it acquired the MetLife Premier Client Group in 2016. Today, he is a financial advisor with Fortis Lux Financial.
Born in Egypt and fluent in Arabic, Mikhail has built a referral-based practice known for serving physicians in the Middle Eastern community.
He holds Series 7, 6, and 63 registrations and is licensed in life, health, property and casualty insurance. He is a member of the Arab Bankers Association of North America (ABANA) and a board member of Theodora Mission, an organization dedicated to helping special needs children in Egypt.
Mikhail earned a bachelor's in Accounting from Assiut University in Egypt and a bachelor's in Finance and Investments from Baruch College. He lives in Roslyn, Long Island with his wife and two daughters.
My approach
As Senior Vice President of Wealth Management, I specialize in helping high-net-worth physicians and medical professionals.
My approach is grounded in the lessons of past market cycles—including the 2008 financial crisis—and shaped by the volatility investors have experienced in more recent years. Markets will rise and fall. The goal isn't to predict every downturn. It is to build a thoughtful strategy designed to help you remain focused on your long-term objectives when markets become difficult.
The COVID-19 pandemic reinforced for all of us the extraordinary role physicians and healthcare professionals play in our communities. While they were on the front lines caring for others, I became even more committed to helping those who dedicate their lives to others think strategically about their own financial futures.
My role is to help physicians step back from the demands of their profession and focus on the financial decisions that shape their own lives and the lives of their families—Physicians understand uncertainty better than most. Their profession requires preparation, discipline, and the ability to make important decisions under pressure.
Whether the goal is building and preserving wealth, preparing for retirement, managing concentrated assets, protecting your family, or creating a legacy, my role is to bring perspective, discipline, and a long-term strategy to the decisions that matter most.
You have spent your career caring for others. Let's make sure your financial plan is caring for you and your family.
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Additional Team Members
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Corey Miller
Vice President, Investment Advisor Representative
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Lance Lichorat
CRPC® APMA®
Investment Advisor Representative
Olivia Swieczkowska
Support team
Linda Wong
Agency Supervisory Officer
Colleen Davis
New Business Team Lead
Nylda Mark
Client Experience Specialist
Alyson Cohen
Associate Marketing Manager
SERVICES
Comprehensive strategies, one advisor.
1.
Plan
- Comprehensive financial planning
- Retirement and distribution planning (IRAs, rollovers, pensions, annuities)
- Education funding
2.
Protect
- Income and asset protection (life, health, disability income, long term care)
- Estate conservation strategies
3.
Grow
- Wealth management
- General securities (mutual funds, stocks, bonds, ETFs, REITs)
- Alternative investments
4.
Business
- Buy-sell agreement funding
- Key person insurance
- Business retirement plans
- Deferred compensation
- Group benefits
Financial planning services are offered only through approved Financial Planners of MML Investors Services, LLC. Estate planning services are provided working in conjunction with your estate planning attorney, tax attorney and/or CPA.
Ready to start the conversation?
Take the first step toward protecting what you have and building what comes next. Reach out and Mikhail will follow up personally.
Flexible hours, evening Zoom calls, and weekend availability for clients with demanding schedules.
Office
420 Lexington Ave, 25th Floor
Suite 2510
New York, NY 10170
(212) 578-0300