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Leah Willis, Financial Advisor

FINANCIAL ADVISOR
Leah L Willis

CFP®, AAMS™
20213 NE 23rd St B2, Harrah, OK 73045opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

About Leah

I grew up in a very entrepreneurial family. Our businesses included a property management company, a speech pathology practice, a residential real estate firm and a gourmet coffee shop – all such valuable experiences.

After earning a degree in business management from OSU, I had an incredible 10-year career in accounting and financial analysis, but I always knew I would one day go back to my entrepreneurial roots. Thankfully, Edward Jones has given me the most amazing opportunity to run my own branch. Yet even more rewarding than that, I am finally able to use my passion for numbers and analysis...

Work History

  • Edward JonesJune 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Oklahoma State UniversityBachelors

Personal Interests

  • Spending Time with Family
  • Home Décor
  • Camping
  • Personal Fitness

Team Members

  • Kim Davidson
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(405) 275-2030

Fax

(888) 758-6042

Office Address

20213 NE 23rd St B2
Harrah, OK 73045opens in a new window

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