Blair Leavitt
Relationship Manager
Department: Relationship Manager
Experience: Finance since April 2025
Education: Degree in Business Finance with a Minor in Financial Planning from Brigham Young University – Idaho
As a relationship manager, Blair helps to ensure that all client records are accurate and that CRM data is appropriately managed. Some of her primary job duties include managing client accounts, processing account transactions, coordinating portfolio updates, and resolving client requests.
Blair joined the Modern Wealth team in July 2025 — just three months after graduating from Brigham Young University – Idaho. She only needed 2.5 years to earn her degree (and she worked as a nanny during that time as well).
Modern Wealth felt like a great place to start her career in finance because of how the firm’s core values aligned with her personal values. Blair looks forward to helping others gain financial security.
Blair and her spouse love to go backpacking and hiking in their free time. She’s the oldest of five children and enjoys spending time with family, especially playing card games together and being outside. Some of Blair’s other favorite hobbies include reading and cooking.