Leslie Gaddis, CFP®, CSLP®, MBA is LifeTime’s Chief Planning Officer (CPO), Wealth Consultant and Managing Partner. She recently successfully completed Legacy Capitals’ Whole Family Advisor Training Program. This course has further equipped her to serve the qualitative multi-generational needs of client-families.
A valued member of our LifeTime Wealth Consultant team, Leslie provides this exceptional value-added service designed to better support our multi-generational clients. Many of our advisors work closely with the adult children—and even grandchildren—of our long-standing clients. It’s a powerful reflection of the trust we’ve built and the quality of our service when clients choose to extend that relationship across generations.