Leah Jones, CFA, CFP®, CDFA®, AEP®| Director of Financial Planning

Leah Jones

CONTACT INFORMATION:

7200 Wisconsin Ave.
Suite 910
Bethesda, MD 20814
T 301-202-3590
E leah.jones@hightoweradvisors.com

Leah Jones values her long-term relationships with clients. “I listen and understand my clients’ needs through every phase of life and am passionate about making sure we achieve their goals together,” says Leah. With almost two decades of asset and private wealth management experience, Leah recognizes that today’s world is fluid, and she is always ready to help her clients adapt. Leah joined Hightower as Director of Financial Planning in 2015 and has been in the investment industry since 2003.

Leah specializes in developing and implementing complex financial planning strategies and managing investments for her clients. She works advising women and couples through the financial complexities of divorce. Her knowledge and council to clients on investments extends to alternative investments, including hedge funds, private equity and private real estate, investment options often underutilized by private clients.

She is passionate about helping both her clients and their children to achieve their life goals. She believes financial literacy education can and should start at a young age. She started a company Good Money Kids tips on how to educate kids about money. She also created a children’s book Kai Makes Money to address the gap in early education for children about basic money concepts.

Leah is the host of two podcasts. The Everything Money podcast provides timely and topical financial information with a goal of helping listeners to make smart financial decisions. Her Divorce Source with Leah Jones is a podcast with the goal of providing practical guidance related to lifestyle and money to women before, during and after a divorce.

Leah was recognized as a Top 40 Under 40 Financial Professional by InvestmentNews in 2021. Leah was named as Forbes Best-In-State Women Wealth Managers in 2022. Leah majored in Finance and graduated from Smith School of Business, University of Maryland College Park. She holds citations in CIVICUS and Hinman CEO programs. Leah is a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®) and Accredited Estate Planner (AEP®). In addition, she has her Series 7, 65 and 63.

Leah lives in North Bethesda, Maryland with her husband and young son and daughter. She likes competitive activity and enjoyed playing basketball, soccer and softball growing up. Outside of work, Leah enjoys trying to keep up with her kids, photography, and travel. Leah has a lot of experience traveling; she has visited over 20 countries and lived in Spain, Ecuador and Australia.

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