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Leah Barnwell

Leah Barnwell

Principal at Trust Co. of the South

Raleigh, NC , United States

About

Leah Jane Barnwell, CRPC®, is a Principal at Trust Company of the South based in Raleigh, North Carolina. In her current role, she combines her responsibilities as Principal and Strategic Initiatives Manager, steering strategic projects to align with the firm's long-term vision and supporting organizational growth across investment, advisory, and operational functions.

Her expertise is centered on fiduciary wealth management, investment strategy, and financial planning for high-net-worth individuals, business owners, and family enterprises. She has contributed expertise in areas such as liquidity events, succession planning, and the financial implications of selling family businesses, as recognized by her feature in Barron's magazine.

Leah holds a BA in Communication with a minor in Journalism from North Carolina State University. Across her progressive roles at Trust Company of the South—including Project Manager and Strategic Initiatives Manager—she has been recognized for her dedication to client service, innovation in strategic planning, and advancing initiatives tailored to families and closely held business owners.

Career History

OrganizationRoleDate RangeDetails
Trust Company of the SouthPrincipalMay 2024 to Present
Trust Company of the SouthStrategic Initiatives ManagerFeb 2023 to Present
Trust Company of the SouthProject ManagerJul 2020 to Feb 2023
Trust Company of the SouthClient Services OfficerMay 2017 to Jul 2020
UBSWealth Management AssociateMar 2017 to May 2017
UBS Financial Services, Inc.Registered Client Service AssociateApr 2013 to May 2017
Triangle TransitMarketing Assistant | University Outreach | Video ProductionJun 2012 to Mar 2013
Triangle TransitMarketing InternAug 2011 to May 2012

Education

North Carolina State University

BA, Communication: Media, Minor: Journalism

2007 2011

Others at Trust Co. of the South (4)

NameRoleLocation
Bill Noble
Bill Noble
PrincipalRaleigh, NC , United States
Chris Sutherland
Chris Sutherland
PrincipalCharlotte, NC , United States
J
Jay Eich
PrincipalCharlotte, NC , United States
D
Dan Tolomay
Chief Investment OfficerDurham, NC , United States