arol D. Leeland brings more than three decades of investment-advisory experience to Route 20 Private Wealth, with a career rooted in disciplined client service, multigenerational planning, and meticulous portfolio stewardship.
Carol most recently served as an Investment Advisor at Peregrine Asset Advisers, Inc. in Portland, Oregon, from June 2001 through November 2022 — a 21-year tenure during which she choreographed delicate trust and estate distributions, cultivated legacy business relationships across families of clients, and managed the operational complexities of fiduciary advisory work. She holds a Series 66 License (CRD 1623386).
Her career began at Merrill Lynch’s Portland office, where she spent more than eleven years (February 1990 – June 2001) as a Licensed Administrative Assistant focused on client service and held a Series 7 Securities License.
Carol’s approach is conscientious by design. She brings a comprehensive working knowledge of the investment industry — including securities investing across asset classes, current awareness of pertinent tax laws, and the ability to translate complex market mechanics into language that helps clients see exactly how their money is working for them. She has long been responsible for ensuring clients meet their annual MRD obligations and has historically engaged clients in differentiated programs, including Fidelity’s Securities Lending Program.