What makes Leida Speller distinct as a financial advisor is her devotion to families, the principles of service she ardently follows, and her ability to get things done.
What this means to you is Leida serves as your sounding board for your personal and business decision making. She caters to all aspects of your family and the secondary factors that go into financial planning. She helps you put a date to your goals and creates a game plan
to achieve financial stability and security. Leida fosters empowerment by educating her clients on the risks and rewards of different decisions. She has faith in what you can accomplish and helps you envision a future that includes the ideals for your family – even generations not yet considered.
Leida earned a bachelor’s degree in International Business Management. Leida continued her education by obtaining the Series 6, 7, 63, and 24 professional licenses and earned the prestigious CFP® and ChFC® designations. Prior to joining Apogee Financial Partners, Leida served as a Financial Advisor and Director of Financial Planning at the Piedmont Group of Atlanta.
Leida specializes in retirement planning, investment strategies, and income planning. Her mission to serve others continues outside of the office as she is a force for good in the fight for economic equity and inclusion. Leida would like all children to grow up in families and communities that are financially stable. She is driven to help individuals who have worked hard their whole lives to live in comfort and dignity in retirement. Leida utilizes her expertise to be a servant leader in her community. She is a proud Board member for Women's
Entrepreneurial Opportunity Project (WEOP) and One2One Education Support, as well as a Program Leader for the Urban League of Greater Atlanta’s Next Level Enterprise Accelerator.
Leida shares in Dr. Martin Luther King, Jr.’s belief that, "The quality, not the longevity, of one's life, is what is important." This motivates Leida to find joy in each day, even when the pursuit may be fatiguing. Leida resides in Marietta, Georgia, where she can be found practicing yoga, hiking, or going for a run in her spare time. The real benefit in working with Leida is the sense of confidence you gain by having someone focus on strategies and solutions that inherently help build financial strength and resilience in your life.
Leida Speller is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Georgia. Leida Speller is life and health insurance licensed in Georgia.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.