Leslie is a financial advisor at Brannan Wealth Management of Raymond James. She has been in the securities and planning industry for more than 15 years. During that time frame, she has developed an expertise in employee stock options, insurance, financial planning, goal development, and portfolio construction while always providing exceptional client service.
Leslie joined Raymond James in 2014 to help clients achieve their dreams and goals by implementing a holistic approach to financial planning. The tailored, objective advice she provides is designed to give her clients the confidence to pursue their passion and dreams, while ultimately establishing the financial independence to fully enjoy retirement. To help enable this, she truly develops long-term relationships with her clients, during which time she has the capability to trade mutual funds, ETF’s, stocks, bonds, and options which assist her in developing strategic financial plans for clients.
A native of Jacksonville, Leslie graduated from Episcopal High School. She holds her AA from Florida State University and her BA in marketing from Jacksonville University. Leslie lives in Durbin Crossing with her husband, Paul, and labradoodle, Lulu. They visit Colorado a couple of times per year as they both love hiking and enjoy the mountains. Napa is a close second as one of their favorite places to visit. While travel is a passion for them, Leslie and Paul’s hearts remain in Jacksonville where they enjoy spending time with their family, and believe in the importance of giving back to the local community.
Designations: Wealth Management Specialist (WMS®), Accredited Asset Management Specialist (AAMS®)
Licensing held: Series 7, Series 66, Health, Life and Variable Annuity
Registered States: FL, AL, CA, CO, GA, IL, MI, MS, MO, NY, NC, PA, SC, TX, VA, WI