Carrie E. Leach

Carrie Leach is a Director of Client Services at WealthBridge Capital Management, helping to build new and existing client connections. She is known for delivering tailored, individualized service that consistently exceeds expectations. Carrie believes every client should be treated like family. Knowledgeable and efficient, she is an excellent listener able to act decisively on information she receives. Before WealthBridge, Carrie was at Morgan Stanley for nine years. Prior to that, she worked at Merrill Lynch. Carrie earned a Bachelor of Arts in business administration with a concentration in finance from Otterbein University. She holds Series 7 and 66 licenses, and is a notary for the state of Ohio.