Leslie Ballard, CIM®, CFP®
Senior Wealth Advisor, Associate Portfolio Manager
As a wealth professional with a degree in Finance, it’s probably no surprise that I am process-oriented and a highly analytical person. I create detailed financial and investment plans for each of our clients, but I know there is more to it than just the numbers.
I build deep connections with clients by taking the time to get to know what is important to them. The most successful wealth plans are developed with a real human element. One that speaks to a client’s wants, needs and desires and will have them covered every step of the way.