Leah Willey
Client Relationship Manager at Sound View Wealth Advisors | CERTIFIED FINANCIAL PLANNER™
- Role
- Client Relationship Manager at Sound View Wealth Advisors
- Location
- Savannah, GA, US
- LinkedIn followers
- 500 followers
About Leah Willey
As a CERTIFIED FINANCIAL PLANNER™ at Sound View Wealth Advisors, I play a vital role in providing our clients with holistic financial planning services. My goal is to help others navigate their financial journey by identifying blind spots, finding peace of mind, and living the life that they’ve worked so hard for. With five years of experience and a degree in Personal Financial Planning from Western Kentucky University, a CFP® program, I am dedicated to building long-term relationships based on trust and transparency. By understanding each client’s unique goals and aspirations, I help to create personalized financial plans that evolve with their ever changing needs. As an advocate for financial literacy, I believe in empowering clients through education and informed decision-making. I stay updated on industry trends and regulations to ensure our clients receive the most relevant advice. Let’s connect!
Experience
Client Relationship Manager
Jun 2024 — Present · Savannah, GA, US
Education
Gordon Ford College of Business at Western Kentucky University
Bachelor of Science - BS, Financial Planning and Services with a minor in Marketing
2017 — 2021
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