Leah Ogden, Cfa Email & Phone Number

I offer clients perspective, wisdom, and guidance in planning for their future. With a background in bond management and the experience of a career in the financial industry that began in 1980, I believe that wealth is measured in more than dollars and cents – that it is also measured in the quality of life my clients are able to lead. I enjoy taking clients on a discovery process that helps them identify their individual goals and personal aspirations upon which their financial plans and investment strategies are ultimately based. I earned the CFA® (Chartered Financial Analyst) designation in 1988. Many refer to this as the gold standard of professional credentials within the investment community for measuring competence and integrity in the fields of portfolio management and investment analysis.Areas of Focus: Financial Planning, Retirement Planning, 403b and 401k Plans, Investment Management, Women in Life Transitions, Long-Term Care Planning

Listed skills include Financial Planning, Portfolio Management, Tax Advantaged Investment Strategies, Investments, and 10 others.

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  First Vice President, Financial Advisor

  Morgan Stanley

  Sep 2022 - Present - Chapel Hill, North Carolina, United States

  I provide financial planning and investment advisory services including retirement planning, retirement income management, education planning, cash flow planning, risk management planning, estate planning strategies, long term care planning, and more. I am passionate about empowering women in the areas of personal finance by demystifying the process of investing. I also love to teach young adults about saving early, money management, and the power of compound interest.©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlLife insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.