Leah Coleman Cfp®, Aams®
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Leah Coleman Cfp®, Aams® Email & Phone Number

Founder | Financial Advisor at Orchard Financial Group at Orchard Financial Group
Location: Austin, Texas, United States 8 work roles 1 school
1 work email found @raymondjames.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email l****@raymondjames.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Founder | Financial Advisor at Orchard Financial Group
Location
Austin, Texas, United States

Who is Leah Coleman Cfp®, Aams®? Overview

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Quick answer

Leah Coleman Cfp®, Aams® is listed as Founder | Financial Advisor at Orchard Financial Group at Orchard Financial Group, based in Austin, Texas, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Leah Coleman Cfp®, Aams®.

Leah Coleman Cfp®, Aams® previously worked as Founder | Financial Advisor at Orchard Financial Group and Financial Advisor at Amg Wealth Advisors. Leah Coleman Cfp®, Aams® holds Business Administration, Management And Marketing from University Of Tennessee, Knoxville.

Company email context

Email format at Orchard Financial Group

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*@raymondjames.com
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AeroLeads found 1 current-domain work email signal for Leah Coleman Cfp®, Aams®. Compare company email patterns before reaching out.

Profile bio

About Leah Coleman Cfp®, Aams®

Founder of Orchard Financial Group | I'm a committed ally to your goals and am here to not only enrich your life but build confidence in your future. As the powerhouse financial planner behind this woman-led, fee-only advisory firm, I specialize in Equity Recipients, LGBTQ Couples and Families, and Socially Responsible Investment Strategies. As a fee-only financial planner, I focus on offering unbiased financial advice. I'm excited to learn more about your unique financial position and share my knowledge and strategies with you. Together we will create a balance between your finances and dreams, empowering you to achieve real-life goals. At Orchard Financial Group, we offer comprehensive financial planning, project-based planning, and asset management. We are a fee-only, fiduciary, and independent financial advisory firm, and as such, we are never paid a commission of any kind.Located in Austin, TX, serving clients locally and across the country.

Current workplace

Leah Coleman Cfp®, Aams®'s current company

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Orchard Financial Group
Orchard Financial Group
Founder | Financial Advisor at Orchard Financial Group
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8 roles · 17 years

Leah Coleman Cfp®, Aams® work experience

A career timeline built from the work history available for this profile.

Founder | Financial Advisor

Current

Austin, Tx, Us

Passionately serving the LGBTQIA+ community and their families

Dec 2018 - Present

Financial Advisor

St. Petersburg, Florida, Us

Apr 2017 - Apr 2018

Senior Investment Management Specialist

St. Petersburg, Florida, Us

Oct 2013 - Apr 2017

Associate Wealth Management Advisor

Milwaukee, Wi, Us

Nov 2011 - Oct 2013
1 education record

Leah Coleman Cfp®, Aams® education

  • University Of Tennessee, Knoxville
    University Of Tennessee, Knoxville
    Management And Marketing
FAQ

Frequently asked questions about Leah Coleman Cfp®, Aams®

Quick answers generated from the profile data available on this page.

What company does Leah Coleman Cfp®, Aams® work for?

Leah Coleman Cfp®, Aams® works for Orchard Financial Group.

What is Leah Coleman Cfp®, Aams®'s role at Orchard Financial Group?

Leah Coleman Cfp®, Aams® is listed as Founder | Financial Advisor at Orchard Financial Group at Orchard Financial Group.

What is Leah Coleman Cfp®, Aams®'s email address?

AeroLeads has found 1 work email signal at @raymondjames.com for Leah Coleman Cfp®, Aams® at Orchard Financial Group.

Where is Leah Coleman Cfp®, Aams® based?

Leah Coleman Cfp®, Aams® is based in Austin, Texas, United States while working with Orchard Financial Group.

What companies has Leah Coleman Cfp®, Aams® worked for?

Leah Coleman Cfp®, Aams® has worked for Orchard Financial Group, Amg Wealth Advisors, Raymond James, Northwestern Mutual, and Clayton Bank And Trust.

How can I contact Leah Coleman Cfp®, Aams®?

You can use AeroLeads to view verified contact signals for Leah Coleman Cfp®, Aams® at Orchard Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Leah Coleman Cfp®, Aams® attend?

Leah Coleman Cfp®, Aams® holds Business Administration, Management And Marketing from University Of Tennessee, Knoxville.

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