Leah Jones, Cfa, Cfp® Email & Phone Number

As an investment professional with nearly two decades of experience, simplifying people’s financial lives is part of the job description. I start by helping my clients develop a thorough understanding of where they currently are financially – Point A. I then ask them to think about where they want to be – Point B. Connecting the dots between Point A and Point B is my main goal for my clients. To get them there, I begin by addressing and protecting their immediate financial needs. Then, we focus on building out intermediate and long-term financial plans all while creating the necessary accountability to achieve these goals. In short, I protect the things that are most important to my clients by devising customized portfolios designed to help them achieve their goals and make extremely important financial decisions that have long-term impacts. I focus on building a lifelong relationship with my client to ensure future success.My financial background along with my two prestigious industry designations, the CFA and CFP®, relay my advanced knowledge of investments. However, in my opinion, understanding investments is only one side of the equation. The more important piece is ensuring that your clients are listened to, and their goals are understood.Currently, my niche client market includes business owners and/or high-income earners who recognize that investments aren’t their specialty and know the importance of their time, especially when it comes to being financially secure and achieving their life goals. I also work with clients who are going through or have gone through a divorce. I provide the necessary guidance on financial settlement packages as well as recommendations of the division of assets. I utilize financial planning tools to model the complexities of these settlements. I am able to serve as an expert financial planning witness.If any of the above resonates with you, I can be reached directly at leah.jones@hightoweradvisors.com.Aside from my professional interest in finance, I am also passionate about financial education and literacy, especially when it comes to kids. I self-published Kai Makes Money as a resource to help pre-school kids learn basic concepts about counting and making money.

Listed skills include Financial Planning, Alternative Investments, Financial Advisory, Investments, and 39 others.

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  University Of Maryland - Robert H. Smith School Of Business

  Finance