Leanne makes it her mission to help ensure her clients are financially prepared to joyfully step into each new chapter of their lives, confident in their financial abilities and prepared to pursue their dreams. As she likes to say, dreams of tomorrow are both made and broken by our decisions of today.
Working with a variety of clients, including executives, women, and multiple generations of high-net-worth families and business owners, Leanne takes a holistic approach to financial planning that focuses on the individual needs, wants and wishes of each client.
Through each tailored strategy, she helps them preserve the wealth they have built, with plans designed to help meet their family's goals, including leaving a legacy. She specializes in investment strategy and financial planning, including retirement planning, education funding, risk management through insurance planning, and tax and estate reduction strategies.
A longtime member of the Memphis financial services community, Leanne joined Raymond James in 2011 and established The Avenue Wealth Management Memphis. She began her career with Union Planters Bank, now part of Regions, and would eventually become president of Union Planters Brokerage Services when she left in 1997. Between 1997 and 2011, she was a Senior Vice President with both Young Stovall and Wunderlich Securities. Leanne was also educated in her hometown and holds a BBA and an MBA from the University of Memphis.
Since joining Raymond James, Leanne has attained recognition club status each year: Leaders Club in 2016 and President's Club in 2015, 2017 and 2018.1 In 2017 and 2018, she was humbled to be named on the Top Wealth Advisor Moms list by Working Mother magazine and Shook Research.2 In 2018 and 2019, Leanne was named to the Forbes list of Best-In-State Wealth Advisors.3
Personally, Leanne enjoys spending time with her husband and son. The family makes many memories boating on Lake Hamilton with relatives and friends. They are also active members of Grace Evangelical Church. When she is not laser focused on her family and practice, Leanne gives back to her community, and has served as a tutor and Christmas chair for AB Hill Elementary and a member of the Grace Evangelical Church's venture strategy committee.
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1 Recognition club membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually since prior membership is no assurance of future membership. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. No fee is paid in exchange for this award/rating.
2 Data provided by SHOOKTM Research, LLC as of March 2018. The Working Mother and SHOOK research ranking is based on an algorithm of qualitative and quantitative data. SHOOK Research considered wealth advisers who are mothers with at least one child living at home and under the age of 18 with a minimum 5 years of industry experience. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisers rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research LLC. Research Summary (as of March 2018): From a total universe of 300,000 advisors, based on our thresholds we received 26,000 nominations, of which approximately 20% (5,200) were women and less than half (less than 2,600) at the time were mothers with children under the age of 18 and living at home. A final list of the top 300 Advisors was then compiled based upon the quantitative criteria. Research Summary (as of July 2017): 19,616 Advisor nominations were received, based on thresholds. 4,486 Advisors were invited to complete the online survey. 4,591 Advisors were interviewed by telephone. 893 Advisors were interviewed in-person at the Advisors' location. Final list of the top 200 Advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Working Mother or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.
3 The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. 3,477 received the award in 2019. Out of 21,138 advisors nominated by their firms, 2,213 received the award in 2018. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC