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Leigh B. Smith, CLU®, ChFC®

Founder/CEO

Leigh is a connoisseur of the financial services industry, having worked in it from almost every vantage point.  Her start in financial services came from working in multiple CPA firms, doing both personal and corporate tax work.  She enjoyed the tax work enough to earn and retain her Certified Tax Preparer certificate. 

 

Leigh went on to head up marketing for a Top 10 Life Insurance company, working out of their corporate headquarters in Montpelier, VT.  She then spent many hours traveling the country, learning the finer workings of over 40 Field Marketing Organizations (FMOs). 


During her career, she’s been the Chief Marketing Officer, the Chief Operations Officer, and the Chief Executive Officer and holds both her CLU® and ChFC®, advanced designations in the financial services industry.  From creating entire marketing systems, to helping author a book, to driving technology strategy, she's a compassionate leader, focused on results.​

 

Born and raised in Athens, GA, Leigh is a proud graduate of the Honors Program at the University of Georgia.  Having literally lived from coast to coast, she’s spent years honing the skill of taking very complex topics and making them easy to understand.  If you’ve ever found financial decisions to be overwhelming or confusing, then you’ll enjoy spending some time with Leigh.​

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Leigh holds her Series 65 license and is registered with

Insight Folios, Inc., out of Charlotte, NC.

 

As the Founder and CEO of the Wealth Academy of Georgia, Leigh offers multiple classes each year on a variety of topics.  Leigh is a proud educator with COFE, a 501(c)(3) organization focused on financial literacy. 


When Leigh’s not leading classes, you can find her with an excellent book, riding bikes on the Firefly Trail, in a kayak or spending time with family.    

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770-281-9390

Address:
Beechwood Shopping Center

196 Alps Rd

Athens, GA 30606

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(We work out of the Runway Coworking space.)

The information on this website is provided as information only and should not be considered investment, tax or legal advice or a recommendation to buy or sell any type of investments. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by our firm unless a client service agreement is in place. Form ADV and Form CRS contain important information about the advisory services, fees, business, background, and experience of advisory personnel. 

 

Advisory services offered through Insight Folios, Inc., a registered investment adviser.  Insurance products offered through Wealth Academy of Georgia, LLC. Insight Folios, Inc.  and Wealth Academy of Georgia, LLC are not affiliated entities.

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*Wealth Academy of Georgia, LLC does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

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The views and opinions expressed in this blog are those of the authors and do not necessarily reflect the official policy or position of any other agency, organization, employer or company. Assumptions made in the analysis are not reflective of the position of any entity other than the author(s) – and, since we are critically-thinking human beings, these views are always subject to change, revision, and rethinking at any time. 

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©2019 by Wealth Academy of Georgia. 

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