Leah Lezanic joined Merrill in 2021 after beginning her career at J.P. Morgan and is based in Wayne, PA. Leah is a financial advisor, holding Series 7 and Series 66 registrations, and holding the Chartered Retirement Planning Counselor™, CRPC™ designation. She is a Portfolio Manager, allowing her to create custom portfolios and solutions tailored to the unique needs of her clients. The team services professionals, business owners, families, and more, across over 20 states in the US.
Leah centers her practice around planning. The team focuses on helping clients build a roadmap for their future, whether that means planning for retirement, funding education, managing generational wealth, or simply gaining confidence in their financial decisions.
Leah holds a Bachelor's degree in marketing from Penn State University. She lives in Philadelphia, PA and enjoys running, golfing, and time with family and friends. She volunteers with Back on My Feet Philadelphia and is very involved in the Philadelphia community.
A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis her own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
