Broker Check
 
Leah Willis, CFP®

Leah Willis, CFP®

Client Concierge

Leah joined Covenant Wealth Strategies in October of 2021. She is an Eastern Shore, MD native and currently resides in Chestertown, MD.
Leah is a Liberty University graduate with a degree in Business Administration: Financial Planning. Leah's ambitions, values and experience as a Certified Financial Planner® (CFP®), make her a valuable addition to Covenant Wealth Strategies' team.
Leah comes to us having worked for Merrill Lynch. She has her Series 7, 66 and Maryland Life and Health Insurance. Leah is responsible for supporting our advisors with client strategy sessions, financial planning and account servicing, along with providing a proactive concierge service. 
Additionally, Leah is currently working towards pursuing her Certified Kingdom Advisor® (CKA®) designation. In her free time, Leah also loves to spend time with friends, family and volunteer with American Heritage Girls and her local church.