Advisor Serving Clients Nationwide from Wayne, Pennsylvania
Kingsview Partners is pleased to spotlight Partner and Wealth Manager Leon Shelton, CFP®, CPWA®, who operates his advisory practice out of Wayne, Pennsylvania, serving clients nationwide. Leon brings a rare blend of scientific training, strategic discipline, and long-view thinking to his work, helping clients navigate complex financial decisions with clarity and intention.
Born and raised in Bloomington, Indiana, Leon earned a Bachelor of Science in Biochemistry from Indiana University before beginning his career as a financial advisor in 2011. Prior to entering wealth management, he spent more than a decade as a sustainability and environmental consultant, working directly with manufacturing leadership teams to implement responsible practices that saved companies millions of dollars. While the work delivered measurable impact, Leon felt drawn toward a more personal mission — helping individuals and families directly shape their futures.
That calling ultimately led him to financial advising, where success is measured not only in outcomes, but in lives changed. Today, Leon works primarily with biotechnology and pharmaceutical executives, helping them design comprehensive wealth management strategies that reflect their goals, values, and lifestyles. His approach emphasizes coordination and foresight — working closely with CPAs, attorneys, and other trusted professionals to ensure each element of a client’s financial life moves in sync.
Drawing inspiration from endurance cycling, Leon believes financial success is built through discipline, balance, and intentional direction rather than speed or shortcuts. Each client’s plan reflects their personal cadence, accounting for equity compensation, tax strategy, family priorities, and evolving life goals, while remaining resilient through changing market and personal conditions.
“My role is part navigator, part coach,” Leon explains. “I help clients stay on course through complexity, uncertainty, and change — so their strategy supports both long-term goals and peace of mind.”
Outside the office, Leon lives in Wayne with his wife, Catherine. He is the proud father of two adult children, David and Elsa, a son-in-law, Nicholas, and a newborn grandson, Dane. An avid cyclist, Leon serves as Ride Director for the West Chester Cycling Club and remains active in his church and local community.
Whether on the road or in his professional life, Leon believes life rewards those who are intentional about where they’re headed — and who value the people they travel alongside.
“Leon has a unique ability to bring structure and calm to highly complex financial situations,” says Kingsview COO & President of Asset Management, Sean McGillivray. “His background, discipline, and collaborative mindset allow him to guide sophisticated clients with clarity while keeping their long-term priorities firmly in focus.”
Leon Shelton serves clients nationwide from Kingsview’s Wayne, Pennsylvania, office and can be reached by calling (610) 810-0444 or through the Kingsview website.