SignatureFD
Leah believes that doing what is best for her clients builds loyalty and trust. As an advisor in the Charlotte Office, she provides comprehensive financial planning, tax, and consulting services to her clients. Leah works with a wide array of clients, including professional athletes, corporate executives, entrepreneurs, and wealthy families, serving their financial and tax planning needs. She also has a special affinity for the elderly and those families that have generational planning needs.
Leah has advised high-net-worth clients and their closely-held businesses for over 20 years. Prior to joining SignatureFD, Leah spent 10 years in the Big Four accounting firms, serving at KPMG and Deloitte, and eight years at Elliott Davis, where she became a partner in 2014. She spent the last four years as a partner and wealth advisor in a boutique Charlotte-based RIA firm. She holds a Bachelor of Arts in Accounting from Wofford College and is a Certified Public Accountant.
This person is not in any offices
SignatureFD
1 followers
SignatureFD, LLC is a dynamic financial design firm passionate about providing you the financial peace of mind necessary to allow you to live confidently, fully, and purposefully.