About My Practice
Our firm implements a team approach to comprehensive wealth management. We consist of three Wealth Managers and two Assistants. I have been a Wealth Manager since 1998. Our mission is to provide financial freedom through customized wealth management solutions. Through excellence in service and the highest level of integrity, Leslie Global Wealth leads clients to pursue their dreams.
Experience
As the owner of Leslie Global Wealth, LLC, I specialize in the coordination of investment, tax, estate, and insurance planning. I completed my MBA in Finance at the Kellogg School of Management. I am a CERTIFIED FINANCIAL PLANNER™ Practitioner and have been a Wealth Manager since 1998. I am a Registered Principal, as well as a Branch Manager with LPL Financial. I also hold the Series 24, 7, 31, 51, 63 through LPL Financial, and Life & Health Insurance Licenses. As a member of the Financial Planning Association and the Chicago Estate Planning Council, I am kept abreast of changes in the Financial Planning community, both locally and nationally.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63
Insurance Licenses
Life insurance: IL, MI, MA,, WI, IN, Health/disability insurance: IL, MI, MA, WI, IN, Fixed annuities: IL, MI, MA, WI, IN, Variable annuities: IL, MI, MA, WI, IN
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
LPL Financial
Broker-Dealer Disclaimer
Securities offered through LPL Financial, Member FINRA/SIPC
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
