Leah Robertson Maybry
Tax Principal @Frazier & Deeter
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WORK HISTORY
Tax Principal @Frazier & Deeter
Charlotte, NC, US
I am working with Frazier & Deeter, SignatureFD\'s sister CPA firm, to serve the tax compliance needs of my wealth management clients at SignatureFD. I am excited to be able to offer the resources of a renowned regional CPA firm to my clients and help grow the Charlotte offices for both firms.
EDUCATION
Wofford College
B.A., Accounting (Magna cum Laude)
ABOUT LEAH ROBERTSON MAYBRY
Leah believes that doing what is best for her clients builds loyalty and trust. As a partner in our Charlotte Office, she provides comprehensive financial planning, tax, and consulting services to her clients. Leah works with a wide array of clients, including professional athletes, corporate executives, entrepreneurs, and wealthy families, serving their financial and tax planning needs. She also has a special affinity for the elderly and those families that have generational planning needs. Leah has advised high-net worth clients and their closely held businesses for over 20 years. Prior to joining SignatureFD, Leah spent 10 years in the Big Four accounting firms, serving at KPMG and Deloitte, and eight years at Elliott Davis, where she became a partner in 2014. She spent the last four years as a partner and wealth advisor in a boutique Charlotte-based RIA firm. She holds a Bachelor of Arts in Accounting from Wofford College and is a Certified Public Accountant.Leah is involved in her community as a member of Women Executives, the Charlotte Estate Planning Council, the Queens University Estate Planners Day Steering Committee, the Atrium Health Foundation Professional Advisory Council, and Matthews Presbyterian Church. She is also a board member for Dress for Success Charlotte and Alexander Youth Network. She enjoys running, boxing, biking and camping with her family and friends.
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