Leah Jones values her long-term relationships with clients. “I listen and understand my clients’ needs through every phase of life and am passionate about making sure we achieve their goals together,” says Leah. With almost two decades of asset and private wealth management experience, Leah recognizes that today’s world is fluid and she is always ready to help her clients adapt.
Leah joined HighTower as Director of Financial Planning in 2015. Prior to joining HighTower, Leah’s prior experience and knowledge in the financial industry was acquired while working at several difference firms such as; Citi Private Wealth Management, TD Ameritrade, E*trade, The Mosaic Financial Group and JP Morgan Asset Management.
Leah specializes in developing and implementing complex financial planning strategies, providing holistic guidance, client relationship management and investment consulting.
Leah majored in Finance and graduated from Smith School of Business, University of Maryland College Park. She holds citations in CIVICUS and Hinman CEO programs. Leah is a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®) and Accredited Estate Planner (AEP®). In addition, she has her Series 7, 65, 63.
Leah lives in North Bethesda, Maryland with her husband, son, Kai, and Bull Terrier, Bubba. She likes competitive activity and enjoyed playing basketball, soccer and softball growing up. Today Leah enjoys trying new restaurants, home improvement and photography. Leah has a lot of experience traveling, she has visited over 20 countries and lived in Spain, Ecuador and Australia. Leah and her family are avid supporters of the St. Jude’s Children’s Research Hospital.