Leah Ogden, Cfa

Leah Ogden, Cfa Email and Phone Number

Financial Advisor at Morgan Stanley @ Morgan Stanley
new york, new york, united states
Leah Ogden, Cfa's Location
Chapel Hill, North Carolina, United States, United States
Leah Ogden, Cfa's Contact Details

Leah Ogden, Cfa work email

Leah Ogden, Cfa personal email

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About Leah Ogden, Cfa

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

Leah Ogden, Cfa's Current Company Details
Morgan Stanley

Morgan Stanley

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Financial Advisor at Morgan Stanley
new york, new york, united states
Employees:
78669
Leah Ogden, Cfa Work Experience Details
  • Morgan Stanley
    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.

Leah Ogden, Cfa Skills

Financial Planning Portfolio Management Tax Advantaged Investment Strategies Investments Fixed Income Portfolio Management Retirement Planning Long Term Care Public Speaking Investment Strategies Securities Finance Financial Advisory Investment Management Wealth Management

Leah Ogden, Cfa Education Details

Frequently Asked Questions about Leah Ogden, Cfa

What company does Leah Ogden, Cfa work for?

Leah Ogden, Cfa works for Morgan Stanley

What is Leah Ogden, Cfa's role at the current company?

Leah Ogden, Cfa's current role is Financial Advisor at Morgan Stanley.

What is Leah Ogden, Cfa's email address?

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What is Leah Ogden, Cfa's direct phone number?

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What schools did Leah Ogden, Cfa attend?

Leah Ogden, Cfa attended Kenyon College, Duke University - The Fuqua School Of Business.

What are some of Leah Ogden, Cfa's interests?

Leah Ogden, Cfa has interest in Social Services, Economic Empowerment, Civil Rights And Social Action, Education, Arts And Culture.

What skills is Leah Ogden, Cfa known for?

Leah Ogden, Cfa has skills like Financial Planning, Portfolio Management, Tax Advantaged Investment Strategies, Investments, Fixed Income Portfolio Management, Retirement Planning, Long Term Care, Public Speaking, Investment Strategies, Securities, Finance, Financial Advisory.

Who are Leah Ogden, Cfa's colleagues?

Leah Ogden, Cfa's colleagues are Lucy Callaghan, Joy Tiange Zhao, Asher Kennedy, Cfp®, Cpwa®, William Bello, Anne Slowik, Richard Hirsch, Barbara Tarricone.

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