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Leanne Porter

Client Associate

Leanne is passionate about serving as a liaison for clients, aiding our advisory team, and streamlining processes. That made her a shoo-in for our Client Associate role. Among her many responsibilities, Leanne coordinates meeting schedules, communicates with clients and potential clients, assists with onboarding, supports office operations, and generally keeps us organized.

Leanne has worked in the financial services industry for six years. She began as a Client Relationship Manager, became a Practice Manager, and then transitioned to Paraplanner. Her expertise is white-glove client service and communications and the development and improvement of internal processes.

A Jacksonville, FL resident, Leanne enjoys traveling locally and abroad. She enjoys a healthy lifestyle that includes staying active and quality food and beverages. Her favorite TV series is Yellowstone, and her favorite financial advice is to treat savings as a bill.

Education

  • Bachelor of Applied Science, Administration Organization, Central Michigan University

Memberships and Community Involvement

  • Junior League of Jacksonville
  • Vital Hospice Care

Contact

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