Broker Check

Message from Our Founder

My Background

Courtney Leffall, CFP®

In 2022 Business Insider rated me as one of the Top 7 Private Bankers in America Under 40. In 2023, when my prior firm, Silicon Valley Bank, collapsed I recognized that the best way to protect and serve clients going forward was to launch independent firm, LX Parker Wealth Management.

My Credentials
CERTIFIED FINANCIAL PLANNING Professional

As a CFP® professional, I am required to complete rigorous testing, experience, ethics and continuing education requirements covering investments, retirement, insurance, tax and estate planning. I am bound by the CFP Board's Code of Ethics and am required to put client's interest ahead of my own at all times.

As a CFP® professional, I have the experience and expertise to guide you from where you are to where you want to be.

-Courtney Leffall, CFP® | Founder

My Experience
Nearly Two Decades at the Top Firms

Before founding LX Parker I served as a wealth manager and private banker at some of the top firms in the industry including: Silicon Valley Bank, Bank of America, USAA, and Ameriprise Financial. I also worked for $300B+ asset management firm, Dimensional Fund Advisors, where I was mentored by the co-CEO.

Places I've Worked

My Education
Top Student at the Top Schools

I graduated cum laude from Lehigh University at age 20 while pursuing a double major in Finance and Marketing and a double minor in Entrepreneurship and Music Business.

I earned my MBA from the University of Texas at Austin where I received the Dean's Leadership Award and was the Inaugural Texas Venture Labs Scholar.

Client Centered

My Passions
Ranching and Music

On the weekend I recharge my batteries in East Texas at LX Parker Ranch where we use regenerative farming practices to sustainably grow organic hay and grass fed beef on the very land where my ancestors were once enslaved.  

If I'm not at the ranch, then I'm at church playing the piano for Sunday service.

Client Centered

My Family
Logan, Xavier and Parker

I met my wife, Christy, at a church summer camp when we were 12 years old. I had a crush on her and she didn't like me. Fast forward, we have been married for over 13 years. We have three wonderful sons Logan (5), Xavier (2) and Parker (infant). LX Parker... See what I did there ;-).

Are You Ready?
Take the First Step

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. If you are ready to take the next step in the process and would like a complimentary consultation use the link below to reserve time with me.

Schedule a Meeting