Leigh Voli

Leigh is the junior partner of V&V Financial. Leigh contributes 8 years of industry experience comingled with customer relationship management, event coordinating, and digital media marketing. She also brings additional skills geared toward business startups, account development, operational forecasting, and strategic planning.

Leigh’s core specialization is as a client service associate. She focuses on delivering comprehensive service to clients and attending to their account management needs. Working closely with our resource team, Leigh’s duties include managing compliance, generating account reports, implementing digital initiatives, onboarding, executing requests for capital, and coordinating client communications. She is particularly drawn to the areas of ESG investing, legacy and trust planning, and philanthropic/charitable giving strategies.

A native of Wilmington, North Carolina, Leigh earned a BS in business administration from the University of North Carolina, Wilmington, in 2011. Her studies were concentrated in marketing and included studies abroad at Euromed Management in France and the University of Wollongong in Australia. Leigh recently passed her FINRA Series 7 and Series 66 exams and is looking forward to taking on more planning responsibilities. Away from work, she enjoys travel, gardening, photography, and screen printing.