Leigh Harter, CFP®, ChFC, TEP

Managing Director

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312-630-0859

BIOGRAPHY

Leigh joined NFP Insurance Solutions as Managing Director in 2014. She has over 20 years experience and a distinctive track record of wealth transfer and insurance expertise that includes all aspects of high-net-worth life insurance ranging from advanced underwriting and life settlement negotiation to portfolio analysis and case design.

As a renowned expert in her field, Leigh has been published in Trusts and Estates magazine and the Journal of Practical Estate Planning on topics such as “Holistic Estate Planning” and “Succession Planning.” She helped develop and teach a national program to educate law firms, trust companies and family offices on changes in the insurance industry, as well as the opportunities and risks of holding life insurance capital. Leigh's contributions and experience in writing and speaking about life insurance have made her a frequent, in-demand presenter at industry events.

Before joining NFP Insurance Solutions. Leigh was Managing Director and ran the Chicago office of Pinnacle Financial Group. Before that, she was Managing Director of The Insurance Design Center (IDC), where she specialized in advanced case design from 2004 through 2012. She has also worked at Goldstein Financial Group, The Orchard Group and JR Katz, all in the Chicago, Illinois area.

Leigh graduated from DePaul University with a B.S. in Business Administration and Economics, magna cum laude. She is a Certified Financial Planner™ and Registered Investment Advisor. She also holds the NASD Series 7 and 66 certifications. She is a member of the Chicago Finance Exchange, the Society of Trust and Estate Planners (STEP) and serves on the Finance and Investment Committees of the Chicago Foundation for Women as well as the Networking Committee of the Chicago Estate Planning Council.

Leigh lives in Northbrook, Illinois with her husband and two sons. She has been actively involved in leading her sons’ Boy Scout troops and helping them achieve the rank of Eagle Scout. She enjoys camping, gardening, gourmet cooking, skiing, biking, boxing, and yoga.

Check the background of this investment professional on FINRA's BrokerCheck.

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Insurance services provided by SBSI, Inc.

*Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS). NFP Insurance Solutions is a marketing name and platform used by affiliated and nonaffiliated companies, including but not limited to SBSI, Inc., using the services of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP Corp.  PartnersFinancial is a division of NFPISI. SBSI, Inc. is not affiliated with Kestra IS, Kestra AS, or NFP Corp.. Kestra IS, Kestra AS, and NFP Corp. and its subsidiaries do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms. Not all professionals listed on this site are licensed to offer securities or Investment Advisory Services.

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