Leith Harmon

Leith Harmon

Chief Financial Planner at Counsel Fiduciary LLC

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Location:
575 Lexington Avenue Fourth Floor, New York City, New York, United States
HQ Phone:
(646) 308-1400

General Information

Experience

Staff Consultant  - Andersen Consulting

Education

bachelors Degree  - University of Michigan

masters degree  - University of Michigan

Affiliations

Financial Advisor  - Merrill Lynch & Co. Inc

Recent News  

Leith Harmon, MSE CRPC
Leith serves as Chief Financial Planner for Counsel Fiduciary. Prior to joining Counsel Fiduciary in June 2006, Leith spent six years at Merrill Lynch providing planning and investment advice. Previously, she worked for twelve years as an independent financial planner and business consultant in New York City and Washington, D.C. Leith received bachelors and masters degrees from the University of Michigan where she focused on risk management, decision analysis, and applied economics. Leith holds memberships in the Financial Planning Association, the National Committee on Planned Giving, and MENSA. Her philanthropic work includes personal finance curriculum development for the NYC Board of Education.

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Leith Harmon, MSE CRPC
Leith serves as Chief Financial Planner for Counsel Fiduciary. Prior to joining Counsel Fiduciary in June 2006, Leith spent six years at Merrill Lynch providing planning and investment advice. Previously, she worked for twelve years as an independent financial planner and business consultant in New York City and Washington, D.C. Leith received bachelors and masters degrees from the University of Michigan where she focused on risk management, decision analysis, and applied economics. Leith holds memberships in the Financial Planning Association, the National Committee on Planned Giving, and MENSA. Her philanthropic work includes personal finance curriculum development for the NYC Board of Education.

Read More

Leith Harmon, CRPC
Leith serves as Chief Financial Planner for Counsel Fiduciary. Prior to joining Counsel Fiduciary in June 2006, Leith spent six years at Merrill Lynch providing planning and investment advice. Previously, she worked for twelve years as an independent financial planner and business consultant in New York City and Washington, D.C. Leith received bachelors and masters degrees from the University of Michigan where she focused on mathematical modelling, decision analysis, and applied economics. Leith holds memberships in the Financial Planning Association, the National Committee on Planned Giving, and MENSA, and will sit for the Certified Financial Planner (CFP) examination in March 2013. Her philanthropic work includes personal finance curriculum development for the NYC Board of Education.

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