Leah
Willey
Sound View Wealth Advisors Group, LLC
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About this Advisor
Leah Willey is a financial advisor based in Savannah, Georgia, working with Sound View Wealth Advisors Group, LLC. Leah has previously held positions at Sound View Wealth Advisors Group, Beautycounter, Covenant Partners, LLC, Nat'S Outdoor Sports, Yonts & Co, Pierce And Shadoan Law Firm, Western Kentucky University, and Greenwood High School. Leah has passed the Series 65 regulatory exam and is registered to provide services in Georgia and South Carolina. Currently, Leah is part of Sound View Wealth Advisors Group, LLC, which operates out of Savannah, Georgia. The firm has 2 offices and 17 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Sound View Wealth Advisors Group, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sound View Wealth Advisors Group, LLC Brokerage Details
$1,628,779,176
17
2,625
$620,487
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Leah Willey Work History
Sound View Wealth Advisors Group
Beautycounter
Covenant Partners, LLC
Yonts & Co
Pierce And Shadoan Law Firm
Western Kentucky University
Nat'S Outdoor Sports
Nat'S Outdoor Sports
Greenwood High School
Disclosures
Please visit the SEC profile of Leah Willey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sound View Wealth Advisors Group, LLC
Savannah, GA
Savannah, GA
Savannah, GA
Savannah, GA
Savannah, GA
Savannah, GA
Statesboro, GA
Savannah, GA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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