Leigh Ann seamlessly integrated into our team in 2007, emerging as an indispensable member who consistently earns accolades from clients, colleagues, and head office staff for her exceptional contributions.
In a demonstration of her unwavering commitment to delivering outstanding service, Leigh Ann has obtained her Associate Investment Advisor license. This prestigious credential equips her to provide an elevated level of support, particularly in direct client interactions, underscoring her dedication to ensuring client satisfaction.
Prior to joining our team, Leigh Ann amassed valuable experience as a tax preparer. Her ongoing contribution is pivotal, providing essential support to the team’s financial planners on tax-related matters and playing a crucial role in addressing numerous tax queries received from clients during the tax season.
Leigh Ann’s formidable skills, positive attitude, collaborative approach, and steadfast commitment to excellence solidify her as a cornerstone of Watermark Wealth Management.
Beyond her professional endeavors, Leigh Ann finds joy in the richness of family life. In those rare moments of personal respite, she indulges in her passion for reading, further enriching her well-rounded persona.
