Leigh plays an integral role in setting our office’s standard for client service. A skillful problem-solver, Leigh addresses client requests and administrative needs with speed and accuracy. She coordinates with our team to communicate information and address all needs and requests. Leigh also supports the business operations of our team and plays a key role in preparing financial reports.
Her duties also include daily account trading, office workflow, monitoring daily cash flow and incoming funds and assisting clients with account-related questions.
Prior to joining our team this October, Leigh was a qualified supervisor at Wells Fargo Advisors and a complex service manager at Morgan Stanley. She attended Temple University and holds her Series 7, 63, 9 and 10 licenses.
Leigh is originally from Pipersville, Pennsylvania, and now lives in Buckingham with her husband, Steven, and daughters Abby and Julia. When not in the office, Leigh enjoys cooking, travel, hiking and spending time at home with her family.
Raymond James is not affiliated with the above organizations.