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Leslie Allison

Client Relationship Manager

Leslie is a Registered Representative with over 30 years in the investment industry. She has worked with Phil Bailey, CFP® for 22 years and is responsible for all aspects of our managed accounts, including analysis, rebalancing, and trading.

Leslie is in charge of our regularly scheduled client update meetings, and our clients also discuss general portfolio changes with her. Leslie’s main focus is you, our client.  She is always available to discuss any aspect of your account, including your administrative needs.