Leah Raffel*

Leah Raffel*

Registered Representative

 

Leah has over 8 years of experience in the financial services industry working as a financial advisor and regional sales manager at a boutique asset management firm. Leah earned a bachelor’s degree with a double major in finance and business management from Albertus Magnus College, located in New Haven Connecticut.

She began her career with insurance company MetLife, focusing primarily on insurance solutions and advanced insurance strategies. She then continued her passion to help educate and assist both clients and fellow advisors with retirement strategies, investments and portfolio construction by working closely with many wealth managers and fund distributors in the industry.

Her vast experience assists her in giving clients valuable insights and knowledge when working together on a customized strategy. Holistic preparation is her focus, which includes all aspects of helping clients reach their goals, both financial and personal. Leah currently resides in Southeastern Connecticut with her family, and in her spare time she also enjoys running a successful small bridal business.