Leah D. Schwarz, CFP®, WMS™, CRPC®, MBA
Managing Director, Wealth Manager
Leah Schwarz, CFP®, WMS™, CRPC®, MBA, Managing Director, Wealth Manager joined Steward Partners in July 2022. Leah’s financial services, planning and investment management experience began in 2006 at USAA and continued as a financial advisor with Edward Jones and then Raymond James.
After growing up in Dallas, TX. Leah served more than 23 years in the United States Army (Active and National Guard) with more than 14 years as a commissioned Signal officer. Leah retired in 2015 with the rank of Major. She earned a Bachelor of Science Degree in 1996 from Texas A&M University (College Station) and an MBA in 2012 from the University of Texas San Antonio.
Leah utilizes a strict process in determining her client’s needs, designing solutions and monitoring performance for opportunities to adapt to life changes and new goals. She truly enjoys helping clients reach their goals and implementing strategies for their future. Leah prides herself in building relationships with clients to assist them in strategizing their individual financial needs.
Leah spends her spare time traveling, running and anything outdoors. Because of her love for travel, she has traveled to over 50 countries and all 7 continents. Lots of stories and pictures to share. In 2016, she completed her first Ironman Triathlon (Swim 2.4 miles, Bike 112 miles and Run 26.2 miles) in Tempe, Arizona. Since then, she has completed her second in The Woodlands, TX and third in Panama City Beach, Florida.
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