Leslie applies her more than 38 years of experience in the financial services industry in assisting clients with their requests, needs and concerns. Working closely with our advisors, she makes it her mission to serve clients with focused dedication.
She is always eager to help the individuals and families our team serves. She makes it her goal to provide a personalized client experience and always endeavors to explain complex financial topics in a way that’s easy to comprehend. Leslie also assists our financial advisors in planning and building investment portfolios. She holds Series 7, 63 and 66 securities licenses.
She joined the team in 2001 at Smith Barney and eight years later she moved with them to Wells Fargo Advisors. She aligned with Raymond James in 2022. Prior to that, Leslie was a registered client service associate at Merrill Lynch. She earned her Financial Paraplanner Qualified Professional℠ designation from the College for Financial Planning.
Leslie is originally from Pittsburgh and now lives in North Huntingdon with her husband, Chris. In her free time, Leslie enjoys spending time with her husband, children and grandchildren. She is a motorcycle enthusiast and enjoys the great outdoors. A charity she holds dear to her heart is the Disabled American Veterans, a premier resource in our region for veterans and their families.
Raymond James is not affiliated with the above organizations and/or charitable causes.