About

Leslie Crumley   Personal Financial strategist

I have 19 years of experience working in and with the financial industry. I began as a Sales Assistant at Smith Barney: 2 years.       I was promoted to a Financial Advisor at Smith Barney, continued at LPL Financial Services and Paine Webber for a total of 6 years. Shifting gears, I moved into compliance, administration and operations at Wachovia Securities: 3 years. I became a Premier Client Manager at Bank of America: 2 years. Leaving Corporate America I created and managed our families Real Estate Portfolio: 6 years and began developing my own  consulting practice.

During my years in the financial industry I discovered the fundamental flaws in how most financial institutions handle clients; keeping most people from gaining the maximum     benefit from the institution’s services.

The realization that individuals need to be better organized and have finances tracked is the foundation of my services. How  many times have you missed an opportunity because of a lack     of organization? I saw families assume more risk and lose money    in markets because they did not know how to track their assets. Others make poor decisions because they were missing a long-term lifestyle plan or exit strategy. A lack of planning for some families can mean public assistance for seniors. Without estate planning many families are left in the dark and pulled   apart by misunderstandings.

Utilizing a variety of tools customized and adjusted for each of your specific needs, we get your financial documents organized. We focus on tracking while not losing sight of planning for both short-term and long-term lifestyle goals. You gain the ability to “speak the language” of your advisor’s and create an action plan that can help you and your advisors realize your hopes and dreams.

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  • Previously series 63, 65 & Insurance Licensed (allows you to work with annuity products and sell life insurance products)
  • Previously Series 7 licensed – Allows you to work with clients advising on stock and bond purchases (Financial Advisor)
  • Previously Series 9 & 10 Licensed – Allows you to manage a branch of financial advisors, become a compliance officer etc.
  • Previously a notary