Leslie Ballard, CFP®
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.
Over 15 years of analytics experience that started in Corporate Finance eventually leading to my passion for Personal Finance and Wealth Management.
AREA OF EXPERTISE
Detailed analytics and client relationship building to develop personalized financial and investment plans.
THINGS I LOVE MOST
My husband, Martin, and two boys, Mason and Lincoln. They are my world.
WHAT I LOVE TO DO
When I am not hours deep into an Excel file, you can usually find me at a regularly scheduled Ballard hosted event, or at the spa with the wonderful women in my life.