Leah Heide is a Senior Client Service Specialist and sits in the Stamford Connecticut branch of Liberty Wealth Advisors. She acts as support guru for both the financial advisors as well as our clients. Leah has a strong commitment to customer satisfaction and will troubleshoot any issues that arise with accuracy and understanding.
With over 18 years in the financial services industry, it’s been Leah’s passion to help people no matter what the role. Prior to her joining Liberty Wealth Advisors, she worked at two large international firms on the operational side, the managerial side and as a registered client specialist. But it’s in her newest role here at Liberty Wealth Advisors that she’s most enthusiastic about.
Leah attended the University of Connecticut and is a member of the Alumni Association. She is actively involved in many charities, most recently on the Board Development Committee for the Girl Scouts of Connecticut. Leah currently resides in Stamford with her husband and their two children.
Areas of Experience
- Client Relationship Management
- Account Distributions & Contributions
- Account Openings & Transfers
- Financial Industry Operations
- Financial Services Technology
- Cash Requests
- Required Minimum Distributions