Leslie joined Merrill Lynch in 1975. As a Financial Advisor, Leslie focuses on total wealth management and solutions for multidimensional personal and business finances. Leslie utilizes a defined process by which he works with each client. He insists on understanding the specific situations of each client he works with; thereby being able to establish objectives, develop an appropriate strategy and offer solutions that address his client's risk tolerance, time horizon, liquidity needs and overall investment goals.
With Leslie as their Financial Advisor, clients receive personalized advice and access to investment services required by sophisticated investors.
Leslie meets regularly with his clients to monitor the progress of their portfolio, and to help ensure that their financial lives are consistent with their objectives and goals.
In addition, Leslie works closely with clients' other family advisors, including attorneys and accountants, to focus on clients wealth management needs.