About Leta Bajraktari
Drawing on nearly two decades of diverse financial services experience, Leta Bajraktari advises a national clientele of successful executives, entrepreneurs and others with complex financial needs. Resolute in her pursuit of client goals, Leta strives to develop a nuanced understanding of each client’s specific needs and aspirations, and to deliver holistic solutions that touch every aspect of their financial lives. She serves as a close family advisor, on call to help make informed decisions on complex issues and to deliver an exceptional level of personalized service.
An émigré from Kosovo at age 16, Leta appreciates the determination and effort involved in wealth creation. She looks to make her clients’ lives as easy as possible, so they can focus their energy on the professional or personal pursuits they most value. Working in concert with a team of specialists, she connects clients to a suite of capabilities, including investment management, trust and estate planning, next-generation education and stewardship, and banking and lending. Committed to each client’s long-term well-being, she offers a transparent approach founded on frequent communication and reliable follow-through.
Leta began her financial services career in 2004. Prior to joining Morgan Stanley Private Wealth Management, she served as a Private Client Advisor at the Bank of America’s Private Bank (formerly U.S. Trust). Earlier in her career, she spent thirteen years with Citibank in Chicago, where she steadily took on additional responsibilities. Her positions included Sales Division Manager, Sales Development Consultant, Client Financial Analyst and Business Banker. Leta earned her bachelor’s degree in technical management and finance from DeVry University.
Highly active in the community, Leta volunteers with Cradles to Crayons, March of Dimes, Junior Achievement and a variety of other organization. Her hobbies include golf and beach volleyball. She is deeply passionate about art. She has traveled widely and savors the opportunity to explore new cultures.
Securities Agent: GA, NY, CT, TX, FL, WA, NV, IL, MI, DC, CA, AZ, PA, WI, IN, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 725233