Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Cash Flow Management Strategies
  • Charitable Giving
  • Family Finances
  • Tax Planning Strategies
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7 and 66
  • Life, Health, and Variable Annuity
  • CDFA®; Certified Divorce Financial Analyst®

Education

  • Bachelor of Science- Florida State University

Interests

  • Spending time with family and friends
  • Bikram Yoga (90 mins of hot yoga)
  • Orange Theory Fitness
  • Brevard Zoo and giving back to other charitable organizations in Brevard.

Community participation

Leasha sponsors several charitable organizations throughout each year. Just a few of them include the American Cancer Society, Health First Foundation, Scott Center for Autism, Breast Friends, Friends for Animal Sanctuary, Rhythm in Motion Dance Team, and Candlelighters of Brevard, Inc. Leasha is also a member of the board for the Brevard Zoo.

  • Citizen of the Year finalist ,- Florida Today 2016
  • Women's Advisor Retreat, Speaker, Upper Midwest 2015
  • Women's Advisor Retreat, Speaker, Chicago 2014
  • Women's Advisor Forum, Keynote Speaker, New York 2014
  • Women’s Advisor Forum, Keynote Speaker, Chicago 2014
  • Wealth Management Conference, Panelist, California 2014

Awards & recognition

  • Ameriprise Circle of Success, 2018

Previous experience

  • First Vice President-Investment Officer, CFP® Wells Fargo Advisors, LLC, August 1995 - May 2013

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.