Leslie is the principal supervisor at Casco Bay Wealth Advisors and an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Leslie brings to the financial field a determination to help people pursue their financial goals and objectives and a desire to make it an educational process. She graduated from Bates College with a degree in biology and chemistry. Prior to pursuing a career in the financial industry, she was a research associate in the vascular biology department at Maine Medical Center Research Institute. Her desire to help people, combined with an interest in finances and enthusiasm for teaching, led her down the path of financial planning and attaining the CERTIFIED FINANCIAL PLANNER® professional certification.
Leslie specializes in providing financial guidance and planning services, including estate, retirement, college, and general investment planning, for individual clients and small business owners.
Licenses and Registrations
- Investment Adviser Representative of Commonwealth Financial Network
- FINRA Series 7, 24, 53, 63, and 66 securities registrations
- Life and health insurance licenses
- CERTIFIED FINANCIAL PLANNER® professional
Notable
- Bates College summa cum laude graduate with a degree in biology and chemistry
- Received Maine Sports Hall of Fame Scholar-Athlete Award in 1986
- Member of Phi Beta Kappa
- Falmouth Lions Club member
Personal Information
Leslie and her family reside in Falmouth, Maine. Her hobbies include running (ran her 13th marathon in October 2018), basketball, skiing, hiking, and gardening. She also participates in the 180-mile Trek Across Maine, raising money for the American Lung Association.
