Leah Bartley

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Manchester, NH 03101

Credentials

Series 66

Industry experience

18 years

About

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.

Expertise

Retirement income strategy Social Security optimization Medicare planning Wealth management ESG / Sustainable investing

Demographic focus

LGBTQIA Women Professionals Women's Finance

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Thomas D

Series 66

Merrimack, NH

Fidelity

Thomas DeCourcy is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2020. He previously worked as a Portfolio Specialist at Fidelity Investments from 2012 to 2015. In his role, Thomas partners with clients to build relationships grounded in knowledge, candor, and respect, focusing on creating holistic wealth plans. His goal is to help clients feel confident in their financial decisions and support their families in managing life's uncertainties. Thomas holds insurance licenses in Arkansas and California.

Wealth management

Sahar S

Series 63, Series 65

Nashua, NH

Fidelity

Sahar Snyder is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, she partners with clients and their families to develop comprehensive financial plans that align with their short and long-term goals. She provides financial education and guidance to help clients feel confident in their financial future. Prior to her current position, Sahar worked as a Premier Advisor at Citizens Bank from 2019 to 2021 and served as a Licensed Banker at Citizens Bank from 2017 to 2019. Her experience spans various aspects of financial consulting and banking. Outside of her professional work, Sahar enjoys cooking and baking, participating in family activities, outdoor adventures, scuba diving, and traveling.

General retirement planning Income planning Cash flow / budgeting Debt management

Baban B

Series 63, Series 66

Merrimack, NH

Fidelity

Baban Beg is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2010. He began his career at the firm as a Retirement Relationship Manager, serving in that role from 2010 to 2018. He then advanced to the position of Director, Retirement Planner, which he held from 2018 to 2023 before assuming his current role. Throughout his tenure at Fidelity Investments, Baban has focused on assisting clients in pursuing their financial goals through customized planning and guidance. His experience includes retirement planning and relationship management, supported by his insurance licenses in Arkansas and California. No additional information regarding education, personal interests, or community involvement has been provided.

General retirement planning Retirement income strategy Income planning Social Security optimization Medicare planning

Sarah A

Series 63, Series 66

Nashua, NH

Fidelity

Sarah Akel is a Planning Consultant at Fidelity Investments, a position she has held since 2025. She has been with Fidelity Investments since 2021, progressing through roles including Relationship Manager, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate. In her current role, Sarah partners with individuals, families, and business owners to develop and maintain financial plans that adapt to their changing goals and circumstances. Her approach emphasizes creating confidence and peace of mind for both short and long term financial objectives. Sarah holds an Arkansas Insurance License. Outside of her professional work, she enjoys cooking and baking, participating in family activities, fitness, music, snowboarding, and yoga.

Wealth management

Christy T

Series 63, Series 66

Deerfield, NH

Fidelity

Christy Tryder is a Benefits & Planning Consultant within the Executive Services division. She works closely with clients to develop comprehensive financial plans that align with their individual personal and financial goals. Christy focuses on empowering clients and supporting them through significant life transitions to build lasting financial confidence. She has been with Fidelity Investments since 2021, progressing from Customer Relationship Advocate to High Net Worth Service Associate, and then to Planning Consultant before assuming her current role. Christy graduated from the University of Colorado Boulder. Outside of work, she enjoys biking, music, photography, sailing, skiing, and spending time with her pets.

General retirement planning Retirement income strategy Income planning

John D

Series 63, Series 66

Manchester, NH

Fidelity

John Darbyshire is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he is part of a team that focuses on delivering personalized service and building lifelong client relationships. The team assists families in creating comprehensive wealth planning strategies aimed at growing, preserving, and transferring wealth. John has been with Fidelity Investments since 2015, holding various roles including Financial Service Associate, High Net Worth Service Associate, High Net Worth Service Associate II, and currently as a Wealth Management Planning Consultant. His experience at Fidelity spans several years, providing him with a background in serving high net worth clients and wealth management planning.

Wealth management Multi-generational wealth transfer General estate planning guidance
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")