Who are we?

Seeking a business model to optimally serve affluent families, father and son (Bill and Jeff Leach) joined forces to create The Leach Group in 1994. The Leach Group at Morgan Stanley of Naples, Florida has the touch and feel of a Private Family Office operating within one of the largest financial services firms in the United States. The Private Family Office structure enables us to collaborate in a coordinated manner with a client’s tax, legal, and risk counsel helping to give confidence that all perspectives are properly considered in the development of each client’s exclusive wealth plan and the continued management thereof.

We serve a select group of clients throughout the nation whose financial objectives are in line with those of The Leach Group. Although everyone is unique in their own way, The Leach Group clients come to us primarily seeking preservation and risk control. Our investment process, by design, aims to lower overall volatility and potentially enhance returns over time. To do this, The Leach Group at Morgan Stanley incorporates traditional stock and bond allocations in addition to non-traditional positions where appropriate. This strategy demands an in-depth understanding of traditional and alternative strategies which The Leach Group has developed with over 20 years of industry experience.

Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
Services Include
  • Alternative Investments1
  • Executive Financial Services2
  • Retirement Planning3
  • Business Succession Planning4
  • Estate Planning Strategies5
  • Professional Portfolio Management6
  • Cash Management and Lending Products7
  • Qualified Retirement Plans8
  • Defined Contribution Plans9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

The Leach Group Investment Process:

1. Introduction - We learn about you and your family while you learn about us. What are your needs and goals? How do you feel about investing?
2. Education – To The Leach Group education is of the highest importance. We spend a significant amount of time discussing the asset classes and various types of investment solutions
3. Discussion – We will identify the investment strategy that may be most appropriate given your investment needs, goals, and comfort. A comprehensive review of the plan is discussed in detail
4. Clarification – We encourage every client to ask clarification questions about the investment plan. For some, this is a quick process, for others this may take multiple discussions
5. Implementation – Upon your approval, we gradually put the investment plan in to action
6. Oversight – We continuously monitor the performance and execution of the investment plan. Periodic consultations with you help us determine whether short-term changes are needed

    Put Your Finances in Perspective with The Leach Group

    At The Leach Group, we abide by the belief that every relationship should start with a comprehensive financial plan. The wealth strategy we create doesn't solely consider your investment objectives, but will integrate critical factors such as your desired retirement lifestyle, legacy goals and tax situation all into one cohesive plan.

    We like to say that any financial plan is a living, breathing document because of how often the variables they are built upon change. Using our suite of tools - our LifeView platform - we can develop a framework that connects your life goals and your financial resources, allowing us to plan for a variety of potential scenarios.

    LifeView helps us:

    - Review and prioritize your goals with you
    - Analyze your current investments and financial situation
    - Plan for major purchases and philanthropic goals
    - Develop wealth transfer strategies
    - Apply "Stress Tests" to your portfolio

    Follow the links below to access our LifeView Client Profile and a sample LifeView Analysis Report:

    Morgan Stanley's Reserved Living & Giving Program

    Reserved Living & Giving is a complimentary loyalty program, with over 50 offers and discounts from premier brands, designed to enhance your lifestyle beyond traditional wealth management services. The program provides access to exclusive partner offers, insights from Morgan Stanley thought leaders and inspiring philanthropic stories.

    Reserved clients can take advantage of a wide range of offers, including:

    - Travel and cultural experiences from best-in-class planners

    - Special pricing from iconic beauty, retail and automotive brands

    - The latest fashion, wine and sweets from select emerging brands

    Whether you'd like to get behind the wheel of your dream car, enjoy the perfect wine pairing with every meal, or choose a thoughtful gift, you'll find unique opportunities with Reserved Living & Giving. Best of all, you can share the shopping treasures, travel adventures and simple pleasures with your family.

    Ask us how you and your family can begin to take advantage of these wonderful offers.

    Follow the link below for more information on this unique program:

    Location

    8889 Pelican Bay Blvd
    Ste 300
    Naples, FL 34108
    US
    Direct:
    (239) 449-7835(239) 449-7835

    Meet The Leach Group

    About Me

    An experienced portfolio strategist and financial industry innovator, Mr. Leach spent a decade collaborating with financial advisory teams across the country to pioneer Smith Barney’s largest internally-managed ETF strategy.  In the process, he developed a keen understanding of non-traditional asset management strategies and their ability to complement traditional allocation models with far more diversified, non-correlative performance.  As the architect and dedicated leader of The Leach Group at Morgan Stanley, Mr. Leach assembled a hand-picked team of professionals, forming a boutique family office dedicated to simplifying and optimizing the financial lives of its clientele.  By unifying clients’ legal and tax counsel with the firm’s vast resources and open architecture, The Leach Group provides highly-coordinated advisory service.
    Mr. Leach began his financial career as a wholesaler in the insurance industry in 1993 with Continental Marketing Corporation, later a Pioneer Life Insurance acquisition which ultimately became part of the Conseco Insurance Company.  From Tampa to Dallas to Atlanta, his ascension in the financial industry led him back to Naples, where, in 1999, he joined Smith Barney (which became Morgan Stanley).  There he qualified to become a Portfolio Manager in 2004, a Senior Investment Management Consultant and member of the Investment Management Consultants Association in 2005.  Advancing to a Senior Portfolio Manager in 2007 and ultimately achieving Portfolio Management Director in 2013.  In 2014, Mr. Leach became the only Alternative Investment Director in Southwest Florida, a distinction limited to advisors who have proven to be highly proficient in non-traditional investments such as Private Equity, Hedge Funds, and Private Real Estate.
    Securities Agent: TX, FL, WY, WV, WI, WA, VT, VI, VA, UT, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, DE, DC, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1272748

    About Me

    As a board CERTIFIED FINANCIAL PLANNER™ Kodie develops financial plans for select clientele taking into account each family’s tax, legal, and risk management circumstances. Ultimately, helping ensure all perspectives are properly evaluated in the development of your exclusive wealth plan. Through periodic reviews and adjustments, Kodie strives to provide lifelong guidance to his family of clients as they work toward achieving their financial goals now and in the years that follow.

    Kodie graduated from Florida Gulf Coast University with his bachelor’s degree in Finance. After meeting the industry experience requirement, post-graduate course work, and an extensive exam process Kodie achieved his board CERTIFIED FINANCIAL PLANNER™ designation. Ultimately, becoming one the youngest to ever achieve the board certification. Kodie's first several years were spent analyzing corporate financial policies, corporate portfolio analysis, and security market efficiency. It wasn't until years later Kodie began his financial planning career at the nation’s largest independent brokerage firm, LPL Financial. Kodie then went on to join Morgan Stanley, where he felt he could most effectively help his clients meet their investment goals.
    Securities Agent: FL, WY, WV, WI, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
    NMLS#: 1724244

    About Me

    Positively energetic, Lily Ivan is the member of The Leach Group around whom all service-related efforts revolve.  Mrs. Ivan coordinates the team's daily client interactions and serves as the point of contact for all operational considerations.  Most importantly she works closely with each client to ensure that their needs are met on a timely basis.

    Mrs. Ivan relocated to Naples, Florida in 2011 and joined The Leach Group at Morgan Stanley in 2015 after serving as a Senior Private Banking Client Service Associate at Fifth Third Private Bank.  She developed her passion for client service aboard various cruise lines across the globe.  Her professionalism and commitment to first-class, personalized service is a pillar of The Leach Group's family office offering.
    Outside of The Leach Group at Morgan Stanley, Mrs. Ivan enjoys spending time with her family and traveling.

    Investment and Market Perspectives

    On the Markets

    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
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    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
    Investing in Artificial Intelligence and Automation

    Investing in Artificial Intelligence and Automation

    AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

    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
    From Clueless to Clued In: Teaching Teens About Money

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    As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    Facing Financial Stress? Your Employer May Be Able to Help

    Facing Financial Stress? Your Employer May Be Able to Help

    Many of us face money worries. You may be able to get advice and education from an unexpected source.

    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
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    Choosing an Environmental Charity

    There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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    Ready to start a conversation? Contact The Leach Group today.
    Market Information Delayed 20 Minutes
    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    1Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

    2Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

    4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

    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 and other legal matters.

    6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    7Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    8Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    9Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    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 suitable 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”) 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.


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