Back to All People

Client and Corporate Services

Biography

Leanna is a Client Services Associate in the Raleigh office and helps lead and manage the team of Client Services Associates within that office. She is a key member of our Wealth Management team, helping to streamline administrative processes, including managing paperwork and facilitating fund transfers. Her attention to detail ensures that everything runs seamlessly, providing clients with exceptional service and peace of mind.

Prior to joining Cerity Partners, she was the Lead Client Services Associate at Cook Wealth for two years. Before integrating into Wealth Management, Leanna was a Math & Science educator for 10 years in the public school system.

Education

  • Undergraduate degree from UNCG
  • Master’s degree from NCSU

Request an Introduction to Leanna Pierce

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client and Corporate Services Colleagues

Your Introduction to a Trusted Financial Partner Awaits

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

Dustin Ribergaard's headshot

Dustin Ribergaard

Lead Concierge

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor. Schedule a meeting below:

Book Time Online Now

Where are your liquid assets held?

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Lead Concierge

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds This Week?

Despite a rare simultaneous sell-off in U.S. Treasuries, U.S. stocks, and the U.S. dollar that is raising fears of capital flight from dollar-denominated assets toward…

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

Is It Time to Panic? (Spoiler Alert: No, It Is Not)

Tariffs and policy uncertainty have spooked investors, but good outcomes for the markets and economy are more probable than you might think.

Kim Curtis

Partner

Individuals and Families

From Courts to Cash: How Women Athletes and Women’s Sports Are Changing the Game 

Women’s sports are experiencing unprecedented growth, fueled by rising viewership, increased sponsorships, and expanding financial opportunities for athletes. This article explores the economic shift underway…

Learn about our Privacy Policy

By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.