Retirement Plan Account Specialist
As part of Fragasso’s Retirement Plan Advisors team, Leigh interacts with plan sponsors and participants to administer client documentation and facilitate various plan transactions. Leigh has a solid background in the industry. She has worked as a financial planner, held several client service roles for individual advisors, and she has experience in the retirement plan space. Leigh takes pride in her work, as retirement plan options can be confusing, but she finds fulfillment in guiding clients through the process.
Leigh grew up in a small town near the Jersy Shore but currently resides in Fox Chapel. She earned her bachelor’s degree in finance from Lehigh University. In her spare time, Leigh enjoys spending time with her husband and two sons at their vacation home on Lake Chautauqua in New York. She also enjoys concerts and trying new restaurants.
Financial Paraplanner Qualified Professional (FPQP)
Series 7 securities licensed through Private Client Services
Series 66 licensed through Private Client Services and Fragasso Financial Advisors