Leah S. Ogden, CFA®
First Vice President,
Financial Advisor
Direct:
(919) 490-7155(919) 490-7155
My Mission Statement
RESEARCH TRIANGLE GROUP CORE VALUES
● ● ●
Unwavering Commitment to Integrity
Passionately Advocate For Our Clients
Gain New Insight
Open Communication
Encourage Collaboration
● ● ●
Unwavering Commitment to Integrity
Passionately Advocate For Our Clients
Gain New Insight
Open Communication
Encourage Collaboration
My Story and Services
Leah offers clients perspective and wisdom as she guides them in planning for their future. With a background in bond management and the experience of a career in the financial industry that began in 1980, she believes that wealth is measured in more than dollars and cents – that it is also measured in the quality of life her clients are able to lead. Leah enjoys taking clients on a discovery process that helps them identify their individual goals and personal aspirations upon which their financial plans and asset management strategies are ultimately based.
Prior to joining Morgan Stanley as a Financial Advisor, Leah was an advisor with Raymond James, where she focused on collaborative and holistic financial planning, creating customized investment strategies for high-net-worth clients. She has also held senior and vice president-level positions in the bond and fixed income industry, where she led the management of multibillion-dollar portfolios.
Leah has earned the designation of Chartered Financial Analyst (CFA®) that many refer to as one of the gold standards of professional credentials within the investment community for measuring competence and integrity in the fields of portfolio management and investment analysis. Her educational background includes a Bachelor of Arts from Kenyon College in Gambier, Ohio, where she graduated cum laude, and an MBA from Duke University’s Fuqua School of Business, where she was a Fuqua Scholar.
Originally from Shaker Heights, Ohio, Leah now enjoys life in Chapel Hill and is active in the community. She has served on the Fuqua School of Business Alumni Council as well as the Boards of Compass Center for Women and Families, the Durham Technical Community College Foundation, and the Eno River Fellowship Foundation.
Leah is passionate about empowering women in the areas of personal finance by demystifying the process of investing. Leah also loves teaching young adults about saving early and the power of compound interest. Her personal interests include Pilates, walking with friends, and ballroom dancing. Leah is always excited to visit her daughter, Leslie, and son-in-law, Sam, in Charleston, SC to help care for infant twin grandsons, Lewis and Lawson, and grand pup, Stewart.
Prior to joining Morgan Stanley as a Financial Advisor, Leah was an advisor with Raymond James, where she focused on collaborative and holistic financial planning, creating customized investment strategies for high-net-worth clients. She has also held senior and vice president-level positions in the bond and fixed income industry, where she led the management of multibillion-dollar portfolios.
Leah has earned the designation of Chartered Financial Analyst (CFA®) that many refer to as one of the gold standards of professional credentials within the investment community for measuring competence and integrity in the fields of portfolio management and investment analysis. Her educational background includes a Bachelor of Arts from Kenyon College in Gambier, Ohio, where she graduated cum laude, and an MBA from Duke University’s Fuqua School of Business, where she was a Fuqua Scholar.
Originally from Shaker Heights, Ohio, Leah now enjoys life in Chapel Hill and is active in the community. She has served on the Fuqua School of Business Alumni Council as well as the Boards of Compass Center for Women and Families, the Durham Technical Community College Foundation, and the Eno River Fellowship Foundation.
Leah is passionate about empowering women in the areas of personal finance by demystifying the process of investing. Leah also loves teaching young adults about saving early and the power of compound interest. Her personal interests include Pilates, walking with friends, and ballroom dancing. Leah is always excited to visit her daughter, Leslie, and son-in-law, Sam, in Charleston, SC to help care for infant twin grandsons, Lewis and Lawson, and grand pup, Stewart.
Securities Agent: TN, KS, AZ, MN, PA, NM, MT, MS, CA, MO, UT, NE, MD, IL, AL, CT, WI, NJ, MI, DC, WY, WA, VA, TX, NY, VT, NC, KY, SC, NH, LA, FL, CO, OR, OK, OH, MA, IN, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 2649956
NMLS#: 2649956
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Your goals, hopes and dreams are at the center of our work. That’s why we plan to meet with you at length when we first begin working together. We’ll ask smart questions and listen to what you say. Once we fully understand your situation, and after a comprehensive analysis, we’ll suggest ways to put your money to work. Upon your approval, we will implement your plan. Ongoing communication is a vital component to help keep your strategy on track. We’ll meet quarterly to review your progress towards achieving your goals.
Working with us, you can expect that we will:
-Develop a detailed financial strategy based on your goals
-Set up a long-term, balanced wealth plan
-Take the emotion out of money moves, so you can make smart decisions
-Be flexible. When changes come to your life, or in the market, we’ll adjust your financial strategy accordingly.
-Set up a long-term, balanced wealth plan
-Take the emotion out of money moves, so you can make smart decisions
-Be flexible. When changes come to your life, or in the market, we’ll adjust your financial strategy accordingly.
Some of our work is best coordinated with your other key advisors. If you like, we can connect directly with your:
-Tax specialist
-Trust attorney
-Insurance professional
-Family office
-Trust attorney
-Insurance professional
-Family office
Upcoming Firm Events
We hope you will join us for this upcoming event.
U.S. Policy Pulse: Trump 2.0 and the Markets
DATE: February 25, 2025 at 4:15 p.m. ETJoin Morgan Stanley Wealth Management Chief Investment Officer, Lisa Shalett, on Tuesday, February 25, for a conversation with Chief Economic Strategist and Global Head of Thematic and Macro Investing, Ellen Zentner, and Head of U.S. Public Policy, Monica Guerra, on the top policy and regulatory actions that could impact investors in the months ahead.
CRC4192005 02/2025
Online
Welcome
We are proud to be part of the Morgan Stanley family. Drawing on our firm's extensive resources, our team has solutions for the various aspects of your financial life, at any stage.
Benefit From the Vast Resources of Morgan Stanley
- A wide range of products beyond traditional investments, including impact investing strategies and alternative investments, access to banking and lending services, donor-advised offerings, trusts and many other services.
- World-class technology to enhance trading and analysis.
- Access to industry-leading analysts and experts.
- Some of the most impressive and extensive research capabilities in the world.
- An 80-year old culture focused on “delivering first-class business in a first-class way.” The firm’s open architecture structure empowers us to identify and recommend the strategies and solutions that are appropriate for your unique situation and goals.
Serving high net worth families with ties to the Research Triangle Park area, we are a tightly knit team who share a deep commitment to helping our clients succeed on their own terms. Drawing upon our own experience and the global resources of Morgan Stanley, we combine our talents to deliver tailored wealth management services based on your family’s unique needs and aspirations. We strive to deliver an exceptional level of service and dedicate ourselves to your success.
Please visit our team website for more information:
Research Triangle GroupClient Service Team
LeeAnne Maultsby - Registered Client Service Associate
Phone:
(919) 490-7160(919) 490-7160
Email:LeeAnne.Maultsby@morganstanley.com
LeeAnne joined our group in 2023 as a Client Service Associate. LeeAnne is committed to prompt, friendly and efficient solutions to clients’ administrative and service needs. Her focus on the team is assistance with digital enrollment and support, cash management, asset operations, and account documentation.
Originally from Chapel Hill, LeeAnne attended the University of North Carolina at Chapel Hill for her undergraduate degree in Psychology. She went on to earn her Master’s of Science in Environmental Policy and Management from the University of Denver, Colorado. LeeAnne has completed her Series 7 and 66 licenses.
After completing her graduate studies, she worked abroad in Australia and New Zealand. Now, she has returned home to North Carolina to be close to her family and friends. In her free time, she enjoys hiking, volleyball and Boggle.
Originally from Chapel Hill, LeeAnne attended the University of North Carolina at Chapel Hill for her undergraduate degree in Psychology. She went on to earn her Master’s of Science in Environmental Policy and Management from the University of Denver, Colorado. LeeAnne has completed her Series 7 and 66 licenses.
After completing her graduate studies, she worked abroad in Australia and New Zealand. Now, she has returned home to North Carolina to be close to her family and friends. In her free time, she enjoys hiking, volleyball and Boggle.
Tellie Brown - Senior Client Service Associate
Phone:
(919) 481-8561(919) 481-8561
Email:Tellie.Brown@morganstanley.com
Drawing on over 20 years of experience in the financial services industry as a Senior Client Service Associate, Tellie brings a great deal of knowledge to the serve our clients.
Her amiable demeanor and genuine interest in meeting client needs shine through in her pride of being the primary point of contact for clients for all administrative requests. Tellie is passionate about developing meaningful relationships with our clients to ensure they receive the highest level of service.
Outside of work Tellie enjoys cooking, hiking, and spending time with her husband riding on the back of his Harley. As a native of Colorado, she loves taking day trips, discovering new out of the way places around North Carolina.
Her amiable demeanor and genuine interest in meeting client needs shine through in her pride of being the primary point of contact for clients for all administrative requests. Tellie is passionate about developing meaningful relationships with our clients to ensure they receive the highest level of service.
Outside of work Tellie enjoys cooking, hiking, and spending time with her husband riding on the back of his Harley. As a native of Colorado, she loves taking day trips, discovering new out of the way places around North Carolina.
Location
6340 Quadrangle Drive
Ste 300
Chapel Hill, NC 27517
US
Direct:
(919) 490-7155(919) 490-7155
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Leah S. Ogden today.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024), 3582895 (6/2024)
