Lee Ann Coburn - Aligning Wealth with Purpose, Uplifting Women, and Finding Balance

The Savvy Giving Gal Podcast

In this episode of The Savvy Giving Gal Podcast, I sit down with Lee Ann Coburn, Managing Director and Wealth Management Advisor at Merrill Lynch. Named Forbes Best-in-State Wealth Advisors and America’s Top Women Wealth Advisors for four consecutive years, Lee Ann shares why she’s not your typical wealth advisor. She’s passionate about helping people make purposeful financial decisions that reflect their values, showing how investing in socially responsible companies can grow wealth while creating positive change in the world.

Lee Ann also opens up about founding BAWLers - Bay Area Women Leaders, an empowering organization that helps women connect, collaborate, and create ripple effects of success in their communities. From mentoring to resource-sharing, BAWLers provides women with the tools to thrive in both personal and professional spaces.

Our conversation highlights Lee Ann’s inspiring journey into wealth advising, her mission to uplift women, and her advice for women striving to make a difference in finance, leadership, and personal growth. Finally, she shares how she balances career and motherhood, emphasizing that staying passionate about your work is key to success, while still making time for family, self-care, and meaningful community impact.

This episode is a must-listen for anyone looking to align their values with their wealth, lead with purpose, and find balance in the process.

To connect with Lee Ann Coburn click HERE

To connect with Melissa Turilli Smith click HERE

Read more about the show on the Savvy Giving Gal website click HERE

Lee Ann is offering listeners a complementary Personal Wealth Analysis that provides a fresh look at your financial plan. This typically helps determine if you are on track to reach your financial and life goals and what to do in order to optimize and maintain your wealth. Mention the Savvy Giving Gal Podcast when contacting Lee Ann for this opportunity.

This episode is sponsored by eCosmetics. Shop eCosmetics and use the code SAVVY at checkout for 25% off your purchase

This episode is sponsored by BetterHelp. BetterHelp, is an online therapy service that makes it easy to get the help you, or your family, needs from the comfort of your own home. For listeners of the Savvy Giving Gal Podcast, you’ll get 10% off your first month of therapy when you use the link betterhelp.com/savvy

To connect with my Associate Producer Tanya Dublin click HERE