Prev Bio
Next Bio
Leah Van Welie

Leah van Welie,

AAMS™, FPQP® Private Relationship Manager Chief Compliance Officer

As Coquina’s Chief Compliance Officer and over 30 years of experience, Leah proficiently ensures compliance with firm and regulatory policies and procedures along with coordinating all our annual branch audits. For clients, Leah is experienced in resolving complex problems relating to client accounts and inquiries easily and efficiently. She’s able to confidently coordinate the execution of planning recommendations and provide quality client service on demand.

Leah is an Accredited Asset Management Specialist™ and Financial Paraplanner Qualified Professional™. Complementing her professional certifications is a Bachelor of Business Administration from Florida Atlantic University in Boca Raton.

Over the years, Leah has harmonized all of our practice’s financial, administrative and compliance procedures. Her knowledge of the principles regarding securities industry operations is profound and Leah is essential to our, and our clients’, long-term financial well-being and growth.

Leah is a native Floridian, born on the east coast in Ft. Lauderdale. She settled in Parkland, Florida with her spouse, Erik, where they raised their two daughters, Leanna and Jesika, before they relocated to the west coast to live in Port Charlotte. Outside the office, Leah loves to travel – especially to Europe.

Prev Bio
Next Bio

Building Legacies one life at a time

Coquina Private Wealth Advisors

Coquina Private Wealth LLC (“Coquina”) is registered as an investment adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Coquina in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Coquina, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.