About
Leslie
Leslie is dedicated to helping clients simplify complex financial decisions and achieve long-term financial confidence. Having joined the financial services industry in 2019, her experience includes supporting comprehensive financial planning strategies and helping clients navigate important financial milestones. This includes investment, estate, risk management, and tax planning initiatives designed to align financial decisions with each client’s long-term goals. Her passion for creating efficient processes allows advisors to focus on building meaningful relationships and delivering positive client outcomes.
In addition to her interest in finance, Leslie enjoys traveling, dancing, staying active, and spending time with family and friends.
Education and Professional Milestones
-Winthrop University - bachelor’s degree in business, financial planning track. Graduated summa cum laude and with honors
Leslie is dedicated to helping clients simplify complex financial decisions and achieve long-term financial confidence. Having joined the financial services industry in 2019, her experience includes supporting comprehensive financial planning strategies and helping clients navigate important financial milestones. This includes investment, estate, risk management, and tax planning initiatives designed to align financial decisions with each client’s long-term goals. Her passion for creating efficient processes allows advisors to focus on building meaningful relationships and delivering positive client outcomes.
In addition to her interest in finance, Leslie enjoys traveling, dancing, staying active, and spending time with family and friends.
Education and Professional Milestones
-Winthrop University - bachelor’s degree in business, financial planning track. Graduated summa cum laude and with honors