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 todays world is fluid and she is always ready to help her clients adapt.
She is passionate about helping both her clients and their children to achieve their life goals. She believes financial literacy education can and should start at a young age.
Leah joined Hightower as Director of Financial Planning in 2015. Leah's prior experience and knowledge in the financial industry was acquired while working at several different firms.
Leah specializes in developing and implementing complex financial planning strategies, managing investments including alternative investments and has a specialty in advising clients who need assistance with divorce financial planning.
Kate is an excellent listener. I felt during my introductory interview, and throughout my case, totally confident, comfortable and extremely satisfied with Kate Reese and her associates. I am confident that Kate will always do everything necessary within a client's economic means to protect them. I have total faith that this is true.
Evening and weekend appointments are available under certain circumstances.
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