My Approach

Leslie Golden - My approach photo
I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.
Leslie Golden - My approach photo

Interests

I enjoy many activities including:

Traveling

Yoga

Wine Tasting events

35
Years of Experience ?

Areas of Focus

  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Retirement Plan Distribution

Education

  • Bachelor of Journalism, Public Relations, The University of Texas at Austin

Previous Experience

  • Financial Advisor At Merrill Lynch, Pierce, Fenner & Smith Inc, 2004-2014
  • Vice President At Citigroup Global (Smith Barney), 1989-2004
  • Financial Advisor At Rotan Mosle, 1989-1990
  • Financial Advisor At Painewebber Incorporated, 1986-1989

Files for Download

My Videos(3 videos)

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