About Leanne Imhof
Leanne joined The Monarch Group in 2024 with eight years of industry experience. She has been with Morgan Stanley since 2019, previously as a Financial Advisor in Tampa, FL, where her group was named as one of Forbes 2023 Best in State Wealth Management Teams. Leanne graduated from the University of South Florida with a bachelor’s degree of science in Finance, and earned her executive certificate in Financial Planning from the University of Tampa. She holds her CERTIFIED FINANCIAL PLANNER™ designation, Series 7 and 66 licenses, as well as her Georgia Insurance (Accident and Sickness, Life, Variable Annuity and Variable Life) license.
As a Wealth Management Associate, Leanne interfaces with our clients daily. Through client management skills and market and product knowledge, she partners with team members to address the specific needs of high-net-worth clients to cultivate existing client relationships and network to build new ones. Leanne is also responsible for navigating the firm's policies, procedures, and digital capabilities that allow her to interact with her team of Wealth Advisors and new and existing clients.
Leanne currently sits on the Junior Committee for Daughter’s Against Alzheimer’s. As part of Morgan Stanley's Global Wellbeing Influencer Network, Leanne prides herself on keeping an active and healthy lifestyle.
Leanne enjoys reading, boating, attending sporting events, and hiking. She resides in Roswell, GA with her fiancé, Brian, and their two dogs, Reymond, and Leila.
Securities Agent: WV, WA, VT, VA, TX, TN, SC, RI, PA, OR, OK, OH, NY, NV, NM, NJ, NH, UT, ND, NC, MS, WI, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, NE; General Securities Representative; Investment Advisor Representative