Len DursoLen Durso
Vice President National Sales

800-347-3539 x 2
Cell: 412-225-4936

Territories: National Sales

Years in industry: 25

Education: Associates, Marketing—CUNY Nassau

As vice president of national sales for Flexible Plan Investments and an advocate for active management, I use my extensive experience in finance and business to
  • Discover new markets and opportunities to build fee-based business.
  • Help grow and preserve client wealth using active management.
  • Systematically build relationships with advisors that turn new clients into lifetime clients.
  • Speak at industry events about the benefits of active management

  • After 20 years of experience in financial services, I have a sharp eye for how financial advisors can strategically grow their business. As a former owner of a successful financial advisory firm, I understand the challenges advisors face day to day, and I know how to help. I hold an Accredited Investment Fiduciary designation and a degree in marketing.

    Provide advisors with document assistance, identify portfolio options for advisors and their clients, and offer regular webinars and seminars to help advisors build their practices

    Laurie McGuire
    Manager Client Services
    248-642-6640 Ext. 131

    Laurie has been part of the Flexible Plan team since 1993.

    Contact Laurie to schedule a meeting with Len.