About Leah H. Jacobson Schug
I began my career in Wealth Management in 2011 and have been a Financial Advisor at Morgan Stanley since 2014. As a member of the Wohletz/Schug Group, I help individuals and families plan out their financial lives. As a Financial Advisor, my job is to be a financial guide and bring peace of mind to my client’s financial lives. I deeply care about my clients and take the time to get to know the ins and outs of your life. Whether this includes managing your retirement, funding a child’s education, or helping you leave a lasting legacy, I tailor my advice to each client based on their unique goals.
I attended St Mary’s College of California and received a Bachelor’s degree in Sociology and Anthropology. Since then I have received the Certified Divorce Financial Analyst designation. As a CDFA®, I understand the financial complexities that come with going through a divorce and am here to help you manage your finances effectively throughout the process. I have served as a leader and presenter of the nationally recognized Second Saturday Divorce Workshop program since 2015, helping hundreds of people navigate the financial aspects of Divorce. I am also a member of the Nevada Collaborative Divorce Professionals who work with families to resolve disputes through cooperative strategies to dissolve a marriage with less stress, time and expense. I have also earned my CERTIFIED FINANCIAL PLANNER™ designation. Being a CFP® means I fully understand the value of having a sound financial plan in place. I make sure I take the time to truly get to know your entire situation and goals, and then set out a financial plan designed to take you there.
Outside of work I enjoy skiing, kayaking and hiking throughout Northern Nevada and Northern California. My family and I have been lucky to call the Sierra Nevada’s home for decades.
Securities Agent: OH, CA, TN, AR, PA, HI, VA, TX, SC, NY, MT, RI, NJ, MI, IN, ID, NV, NC, AK, WA, AZ, OR, DE, MO, MD, FL, CO, AL, MA, UT, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 1295644
CA Insurance License #: 0H98429