Leslie is a Retirement Plan
’s Specialist and has spent more than 35 years in the Financial Services Industry. Leslie had an extensive career as a Financial Advisor with a large Financial Institution focusing on Long Term Financial Planning, which naturally included Retirement Plans. Retirement plans became a main focus and Leslie decided to join the Retirement Plans Team at the Financial Institution and began teaching Financial Advisors how to understand and market retirement plans. Leslie also presented numerous times to CPAs and Attorneys providing Education with Continuing Education credits. Leslie traveled extensively throughout the United States conducting workshops for Financial Advisors whose desire was to learn how to understand and market retirement plans as part of their offerings. Leslie appeared on live radio talk shows in Pittsburgh and the Tampa Bay Area, answering retirement plan related questions to callers. Leslie’s repertoire has included writing Qualified Plan Manuals, IRA Manuals, Newsletters, Marketing pieces and Brochures. Years later Leslie joined a large National Bank as the Retirement Plans Manager of the Trust Division and continued her work teaching Administrators, Wealth Strategists and Financial Advisors how to understand and market retirement plans. To become fully rounded in the Retirement Plans arena, Leslie later joined a Recordkeeping company as a Business Relationship Consultant managing more than 350 plans.
As a Financial Advisor and Retirement Plan specialist, Leslie has held a Series 7, 63, Life, Health & Variable Annuity, CISP and CRSP licenses, currently maintaining the Life, Health & Variable Annuity license.