Position:
Wealth Manger / Owner at Porrey Leslie & Associates, LLC, Investment Advisor at LPL Financial Services
Work:
Porrey Leslie & Associates, LLC
since Jul 1998
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Wealth Manger / Owner
LPL Financial Services
since Jul 1998
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Investment Advisor
Education:
Northwestern University - Kellogg School of Management 2004 - 2008
MBA, Finance, Entrepreneurship, Strategy, Management
University of Michigan 1994 - 1998
Bachelor of General Studies, Business, Spanish, Philosophy
Skills:
The coordination of Investment Planning, Tax Planning, Estate Planning, and Insurance Planning, I am currently securities registered and able to discuss investments in the following states: CA, CO, FL, GA, IL, IN, MA, MD, MI, OH, TX, WI, WY, Securities are offered through LPL Financial Member FINRA/SIPC
Interests:
Boating, Flying Planes, Travel
Honor & Awards:
Certified Financial Planner(TM), Series 24 Registerd, Series 7 Registered, Registerd Investment Advisor in Illinois, Life & Health Insurance Licensed