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Leigh E. Cleeveley is the Director of Operations at Financial Harvest Wealth Advisors in Winter Park, Florida. Leigh helps clients identify their financial objectives to achieve their goals.
“The investment philosophy of Financial Harvest depends upon transparency,” Leigh said. “In speaking with clients, my philosophy is always to be clear and thorough. How our clients feel is important, not just about our firm but their portfolios.”
A lifelong learner, Leigh is dedicated to expanding her wealth management background gained in over a decade of experience to be most helpful to clients. She has completed the coursework for both the CERTIFIED FINANCIAL PLANNER™ (CFP) exam and the Investment Advisor License (Series 65).
A graduate of Rollins College, Leigh majored in sociology and minored in international business. Her passion for understanding people led Leigh to find her purpose in planning to help clients identify goals and objectives to attain meaningful lives through care and preparation.
As the daughter of an estate planning attorney, Leigh has a desire to bring order out of chaos and a gift for helping others focus on meaning and intentionality when planning outcomes.
Understanding what is meaningful to Financial Harvest’s clients is important to Leigh; she finds passion and purpose in helping clients develop a pathway to achieve their goals.
Client Philosophy
“My personal approach with clients is to pose questions to them in a straightforward manner. At times, this process raises unforeseen fears or concerns. My job, then, is to help them feel peaceful about navigating intended outcomes. I find this helps to demystify the wealth management process.
“I think a common misconception about wealth management is that it is an expensive practice for the wealthy. I prefer to describe our process as a set of strategies and tools available to those who seek knowledge and desire to design a plan to be successful for many decades and through generations.
“The wealth management consultative process helps clients refocus the lens to bring a clearer financial picture into view. Helping families feel more at peace about their financial future is important work because what they have created will benefit generations to come.”
Education
- Rollins College, Winter Park, Florida, B.A., Sociology and International Business, 2007
Employment
- Financial Harvest Wealth Advisors, 2016 to Present
- Key Investment Group, Winter Park, Florida, 2007-16
Interests
“My husband Peter and I reside locally with our daughter, Parker, and sons, Paul and Patrick. As natives of Winter Park, we enjoy everything Winter Park has to offer.
“I am a certified yoga instructor and credit my peaceful nature to the practice. I enjoy running, being outdoors with my family, playing piano, cooking, studying, exercising, and playing with my children. I’m an active, fourth-generation member of First Presbyterian Church of Orlando.”
