About Leah Wyckoff
Leah handles financial planning as well as cash management and lending solutions for The Wyckoff Group at Morgan Stanley which are a natural fit as Leah’s background is in private banking.
In addition to her Series 7, Series, 63, Series 65 and Insurance licenses Leah also holds her CDFA designation (Certified Divorce Financial Analyst). After receiving an inquiry from a local attorney for post-divorce asset management she realized that the non-financially dominant spouse is often in need of a financial advocate as they navigate through the divorce process. They will also need a financial advisor when they separate their assets from their former spouse. She also realized that divorce attorneys frequently have inadequate knowledge regarding the underlying assets being divided in these cases. At that point she realized this was an area she wanted to focus on in order to help clients navigate through those difficult times and make sense of some of those complex financial situations.
Her two sons Maverick & Brennan are front and center outside of the office and her two pugs Olive & Coconut get their share of attention too. She is an active member of Leon Springs Baptist Church and often teaches kids Sunday school and volunteers with the youth. Leah has a passion for health and fitness and it’s not unusual to find her training for marathons in her spare time. She also loves to travel and is an Officer in The Texas Corvette Association.
“I love helping my clients to feel confident in their financial futures. Every client is different and unique which keeps me intrigued and engaged in my role as their advisor. I am passionate about our clients and helping them to feel confident about their futures. Taking a holistic approach to each client is so important. It’s not about just caring for their investments. It’s about all of the things surrounding their finances to make sure everything is working towards achieving their individual goals.”
Morgan 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
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.
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