Lesley joined HB Wealth in June 2026. She is an Associate, Prospect Engagement and Qualification at HB, where she plays an important role in the firm’s prospective client experience. Lesley works with individuals and families exploring HB’s advisory services, helping to understand their goals, financial complexity, and service needs. She collaborates with advisory teams to ensure qualified prospects are connected with the appropriate resources and receive a professional, thoughtful experience from the outset.
Before joining HB Wealth, Lesley worked in wealth management with Raymond James and Morgan Stanley, where she partnered with advisory teams to support client relationships, operations, and business development. Her background strengthened her relationship-building, communication, and client engagement skills.
Lesley holds a few certifications, including the Securities Industry Essentials (SIE) Exam (FINRA), the Series 7 (General Securities Representative Exam (FINRA), and the Series 66 — Uniform Combined State Law Exam (NASAA).
Outside of work, Lesley enjoys traveling, playing tennis, and spending time with her dog, Moose.