Leesa has an extensive background in working with Fortune 500 executives, professionals, and small business owners. She joined Earth Equity Advisors in 2015 after serving as president and principal consultant of Triple Bottom Line Consulting. Prior to TBL, she spent time working for three major corporations: Citibank, Cone Mills Corporation, and Bank of America, among other things, as a Managing Director/Senior Vice President.
In her role with Earth Equity Advisors, Leesa draws upon the experience of over twenty-five years of corporate finance work, her Masters of Psychology degree, and seven years of professional consulting and coaching work with hundreds of clients. She helps clients to not only plan and invest, but to empower them to be positive changemakers through their investments. She strongly believes in the power of intentional investing and the impact it can have on the world.
Leesa has earned the Chartered SRI Counselor™ designation from the College for Financial Planning and has been quoted in industry-leading publications, such as Barron’s and MarketWatch. She also co-founded, with Kerry, 100+ Women Who Care Asheville – a local giving circle that supports charities in Western North Carolina.
Leesa and husband Todd are Asheville natives, and have returned to the area to live in and restore Todd’s historic childhood home in the Chunns Cove area.
One of my favorite aspects of growing up in Asheville was that we experienced four distinct seasons. When I grew up and lived in other parts of the country, I appreciated this distinction, and now understand that it matches my curiosity and excitement about what may happen next as change unfolds.… Read the rest
Generic advice for college students to make wise financial decisions and stay out of debt can be challenging since there is no “one size fits all” solution. Each college student comes from a different financial situation, whether they are putting themselves through school while working, or whether they are receiving financial assistance or support from family. … Read the rest
Finding a financial advisor can be fraught with uncertainty. You want to seem knowledgeable about your financial picture, but the whole point of finding an advisor is to take advantage of expertise you don’t have. The trick to finding a good advisor—one who will help guide you through choosing the best investment plans for you—is to ask the right questions up front.… Read the rest
Money causes more friction, heartache and anxiety in relationships than just about any other subject. Most couples report that it is often the center of their arguments. In any relationship, there will be differences based on your family history and myths about money, your earning situation, your spending patterns, and your future dreams.… Read the rest
I was honored to write an article for Women AdvaNCe, “A Look at Your Financial Health.”
Women AdvaNCe is a not for profit organization that delivers thoughtful content and builds a supportive community that empowers women and enables women leaders to further the cause of full equality in North Carolina.… Read the rest
This summer, I prepared to go on an extended trip through four countries in Africa. I had been anticipating this trip for quite some time–it would be a once-in-a-lifetime opportunity. My adventures were to include: attending a July 4th celebration with fireworks, an amazing tent safari in a remote area of the Serengeti, seeing Victoria Falls (the largest waterfall in the world) in Zimbabwe, and a mission trip in the mountains of Kenya.… Read the rest
Who is winning the struggle for control—YOU or your money?
Throughout history, money evolved from a simple way to barter for goods and services into a powerful force to be reckoned with, that defines our life choices and emotional well-being.… Read the rest
It can feel like a rollercoaster when you unexpectedly receive news of an inheritance. It could be completely out of the blue, or it could include a larger or smaller sum than you thought might be available. Here are five steps to navigate your new financial situation, and how to best handle it when others may be involved.… Read the rest
“Money is something we choose to trade our life energy for. Our life energy is our allotment of time here on earth, the hours of precious life available to us….it is limited and irretrievable…our choices about how we use it express the meaning and purpose of our time here on earth.”
After formally entering the field of socially and environmentally responsible investing in the past year, I am intrigued as I observe the volume and variety of discussion in the media directly and indirectly relating to this topic. After a 25+ year career in corporate finance, and while engaged in a second career in coaching and psychology, I learned about the triple bottom line philosophy. … Read the rest
You can check the background of Earth Equity Advisors on FINRAʼs Broker Check and Investment Adviser Public Disclosure.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”). ©2024 – Earth Equity Advisors, LLC – All Rights Reserved
©2024 – Earth Equity Advisors, LLC – All Rights Reserved
