Karen Winfrey

Senior Wealth Associate

Ms. Winfrey joined LeBlanc Financial Group at its launch in 2022. She had previously worked with Andrew LeBlanc at Bruderman Asset Management, where she was a Senior Associate in the Wealth Management division. At Bruderman, she handled all day-to-day administrative duties for the team.

Prior to joining Bruderman, Ms. Winfrey also worked with Mr. LeBlanc at Merrill Lynch as a Senior Client Associate. During her 22 years at Merrill, she held several other positions, including ESOP Trader, Managing Consultant for the NYC District Small Accounts Unit, and Merrill Lynch Financial Consultant.

Ms. Winfrey’s Wall Street career began at Lehman Brothers Kuhn Loeb and she joined Shearson Lehman as part of the firm’s 1984 merger. There she became a Vice President and worked as an Institutional Corporate Bond Trader on the Fixed Income Trading desk specializing in Private Placements. She also worked on the Retail desk, structuring Government Bond portfolios for Financial Consultants and their clients.

Ms. Winfrey holds a Bachelor of Arts degree from Vassar College. Her current active licenses include Series 7, 63, 65 securities licenses and the New York Health and Life Insurance license. In her spare time, Ms. Winfrey works on starting a second career as an artist specializing in photography, drawing and writing.