Leah van Welie,

As Coquina’s director of business engagement and Operations Manager, RJFS, 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™. She holds Series 7, 24, and 66 licenses, and a Florida life & health and variable annuity license. Complementing her professional certifications is a Bachelor of Business Administration from Florida Atlantic University in Boca Raton.

As Coquina’s director of compliance and with over 30 years of experience, Leah harmonizes all 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.