Leslie Stephenson

In her role as Wealth Associate, Leslie is responsible for managing account openings and operations, quantitative research, and preparing reports and quarterly review materials. She also handles all aspects of client relations and is passionate above providing the highest level of service to our clients.

Leslie began her career in the financial services industry in 2014 as an Investment Advisor Representative. From there, she went on to have successful tenures as a Financial Analyst at Neuberger Berman and was most recently a Client Service Associate at Oppenheimer & Co. where she worked with Randall for the past six years.

A graduate of Southern Methodist University with a Bachelor of Business Administration and Financial Consulting, Leslie currently holds her Series 7, 63, and 65 securities registration with LPL Financial. Outside of the office, Leslie enjoys golf, tennis, and running in her hometown of Dallas.