Leslie is a Managing Director at The ESOP Group – UBS Private Wealth Management and is a leader in the wealth management industry for business owners and exceptional families. Early in her career, she dedicated her focus on advising business owners on their succession options, specifically Employee Stock Ownership Plans (ESOPs). With more than 30-years of expertise, she and her team assist clients on all aspects of tax, estate and retirement planning, asset allocation, insurance solutions, lending and strategic philanthropy. Leslie advises a number of corporate client relationships as well, providing them with cash management, executive compensation and captive insurance company asset management.
Leslie is a Forbes and Barron's Top Ranked Financial Advisor and a Private Wealth Advisor on Barron’s Top Ranked Private Wealth Team. Her certifications include Chartered Financial Consultant, Certified Financial Planner, Certified Exit Planning Advisor, and a Family Office Consultant.
Lelsie has her B.B.A. in Finance for University of Toledo, her Series 7 and 66 licenses.