MONEYWATCH ADVISORS - Key Persons
Job Titles:
- Client Support Specialist
, 25, Client Support Specialist joined the team in March 2023. Brianna assists Lee Chapman, our Operations Manager, as well as our advisors, in providing a variety of services to our clients. Brianna is also the leader of our social media department and will provide information, tips and news related to Moneywatch and the financial planning world. She holds a Bachelor of Science degree from the University of Akron and lives with her husband, John, and their son Grayson in Lexington.
Lee is responsible for company administration, technology and communication, and database management. Lee joined the firm in December of 2013. He holds a Bachelor of Science degree in Insurance and Risk Management from Eastern Kentucky University.
Lee, his wife, Kim, and their two sons Cade and Caldwell, live in Lexington.
, 81, holds a B.A. (Binghamton University, 1967) and a M.B.A. (University of Kentucky, 1981). Employed by Thomson McKinnon Securities, Inc. (1968-1978), he held the position, among others, of Vice President and Director of Financial Planning. Mr. Bova founded Moneywatch Corporation in 1980 to provide fee only financial planning. He and his wife, Pat, reside in Lexington, Kentucky.
Job Titles:
- President
- Certified Financial Planner
- Chairman of the Lexington Public Library Foundation and on the Investment Committee
Ramsey serves as Chair of the Lexington Public Library Foundation and on the Investment Committee for the Foundation.
Job Titles:
- Certified Financial Planner
Job Titles:
- CERTIFIED FINANCIAL PLANNER
Steve is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Bachelor of Arts degree in Economics from the College of Wooster in Wooster, Ohio.
He serves on the boards of directors of the YMCA of Central Kentucky, the God's Pantry Food Bank and Commerce Lexington. Steve and his family live in Lexington.
Job Titles:
- Vice President - Advisor Emeritus
Mr. William J. Leffler, 90, After 34 years with the firm, Ramsey is proud to announce Bill is now Vice President - Advisor Emeritus of Moneywatch. Bill was a passionate advisor to his clients and, as a Certified Financial Planner™, an eager counselor to his partners in the firm, as well. We'd like to congratulate Bill and thank him for his many years of faithful service.