Leigh Worlds

Branch Professional

Leigh Worlds is a native Charlottean and West Charlotte High School alum. She attended Elon College where she earned a Bachelor of Science degree in addition to being president of the Sigma Sigma Sigma sorority.

Leigh is a veteran of the Securities Industry, beginning her career in 1998 with Wheat First. Most recently, she was a Client Service Associate with Morgan Stanley, where she worked for over 18 years. She holds Series 7 and 66 licenses and prides herself on her client-focused approach and willingness to go the extra mile for those clients.

Outside of the work world, Leigh is a passionate dog lover and the proud owner of a rescued Weimaraner named Louie. Leigh is a talented volleyball libero, a French fry aficionado and a huge Georgia Football fan.    

Who We Are

At the heart of any organization are its people, and we are extremely proud of our team. We are a diverse group of individuals yet share common values and a shared commitment to our clients and to our community.

We are also a credentialed team, and all employees are encouraged to undertake educational training to maintain and enhance their professional skills.

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What Makes Us Different

With thousands of advisors to choose from, it’s important that you select a competent and experienced partner with whom you are comfortable, who will be accountable to you and who holds themselves up to the highest ethical standards.

We always strive to exceed expectations, allowing clients the freedom to enjoy life, family and friends.

How We Help You

We help clients through our disciplined investment approach and tailored financial planning services.

Our services are personalized to the individual needs of each client. Financial planning combined with portfolio management services can help clients meet long-term financial goals and improve the quality of their and their family’s lives.

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