Leah Bartley
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Leah Bartley is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping clients grow their wealth and achieve their financial goals through personalized strategies. She focuses on simplifying complex financial concepts to empower clients to take control of their financial futures. Leah's expertise includes executive compensation, family wealth management strategies, retirement planning, philanthropic planning, and socially responsible investing, among other areas.
Leah has been a licensed financial advisor since 2003 and holds multiple professional designations, including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). She has also completed graduate-level training in long-term care and special needs planning, equipping her to address a wide range of financial needs. Leah earned her High School Diploma/GED from the University of New England.
Beyond her professional work, Leah has gained personal insight through caring for her parents during life's transitions, which informs her approach to financial planning. She is committed to community service, particularly in rescuing and caring for feral cats, an effort recognized by the Presidential Volunteer Service Award. Her personal interests include antiquing, camping, cooking, gardening, genealogy, music, photography, spending time with family, swimming, and traveling.
Bank of America, N.A.
2023 - Present (3 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2022 - Present (4 years)
Morgan Stanley Private Bank, N.A.
2019 - 2022 (3 years)
Morgan Stanley
2019 - 2022 (3 years)
Valic Financial Advisors Inc.
2014 - 2019 (5 years)
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