Leah Agee Willingham

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2007 → Present
  Morgan Stanley & Co., Incorporated
  Atlanta, GA
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Atlanta, GA
• 12/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Atlanta, GA
• 2003-03-26 → 2007-04-02
  Morgan Stanley Dw Inc.
  Atlanta, GA
  Atlanta, GA

Other Businesses

*250660 : LAW Creates ; Investment related : No ; Jekyll Island ; Georgia ; Art/Culture ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 3/2016 ; During business hours : 0 ; After business hours : 10

Exams

• S66 Uniform Combined State Law Examination
  2008-04-02
• S63 Uniform Securities Agent State Law Examination
  1984-05-08