Leah Willey

Employer firm

Sound View Wealth Advisors Group, LLC CRD 300927

$2.28B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 11/2022 → Present
  Sound View Wealth Advisors Group
  Savannah, GA
• 07/2018 → Present
  Beautycounter
  Savannah, GA
• 08/2021 → 10/2022
  Covenant Partners, Llc
  Nashville, TN
• 10/2016 → 07/2021
  Nat's Outdoor Sports
  Bowling Green, KY
• 05/2019 → 06/2020
  Yonts & Co.
  Bowling Green, KY
• 05/2018 → 08/2018
  Pierce And Shadoan Law Firm
  Bowling Green, KY
• 05/2016 → 07/2017
  Nat's Outdoor Sports
  Bowling Green, KY
• 08/2017 → 05/2021
  Western Kentucky University
  Bowling Green, KY
• 08/2012 → 05/2017
  Greenwood High School
  Bowling Green, KY

Other Businesses

Beautycounter; not investment related; consultant; Savannah, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-26

Designations

• Certified Financial Planner

Other Names

• Leah Martens