Leigh Harter, CFP®, ChFC, TEP
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.
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.