Madison Financial Planning Group
- Wanted to be an Olympic figure skater growing up.
- Got into the industry through the father of a child she babysat, who was a financial adviser.
- Favorite beverage is green tea.
Leyla Morgillo is on the fast track to partner status at Madison Financial Planning Group in Syracuse, N.Y. She started with the firm in 2013 as a back-office practice manager.
“I was doing it all, but in a support role to two advisers,” she said.
After securing her certified financial planner designation in 2016, Ms. Morgillo began interfacing with clients as a full-fledged adviser. Since then, the firm has grown 10% annually, largely due to introductions from existing clients. The team now has $200 million in assets under management.
Through her alma mater, Syracuse University, Ms. Morgillo provides pro bono financial planning to military veterans twice a year.
“I feel strongly about wanting to help people who don't have access to these types of services,” she said.
Ms. Morgillo serves as membership committee chair and vice president of the Financial Planning Association of Central New York.
“I’m planning evening events for younger advisers who may not have the flexibility to leave work during the day to attend local monthly luncheons,” she said.
— Juliette Fairley