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Meet the Team

Our team sincerely appreciates the opportunity we’ve had to work with some clients for more than 30 years. The relationships that we have established with these clients illustrate our focus on building long-term partnerships that are mutually beneficial and that provide “Financial Solutions for Life.”

Executive Team Member

Leslie Gaddis, CFP®, CSLP®, MBA CPO, Wealth Consultant, Managing Partner

Leslie Gaddis joined Lifetime Asset Management in January 2018 as a Financial Planning Assistant. She spent the first part of her career life as a Geographic Information Systems specialist for a natural gas utility, but in 2016 decided to pursue her passion for personal finance and financial planning. Leslie enrolled in the Duke University Executive Certificate in Financial Planning, where she met fellow LTAM executive team member Alan King. She completed the program in May 2017, and passed the CFP® Exam in July. Leslie became LifeTime’s Chief Planning Officer in April 2022.

Leslie was born in Silver Spring, Maryland but raised in Durham from a young age. She graduated from the North Carolina School of Science and Mathematics, and then traveled just down the road to complete undergraduate studies in Biology and Geography at the University of North Carolina at Chapel Hill. Leslie has also earned a Master of Arts in Geography from UNC Chapel Hill and a Master of Business Administration at North Carolina State University.

Leslie lives in Durham, where she enjoys indulging in all the great restaurants the city has to offer and attending the Broadway Series and other events at the Durham Performing Arts Center. She belongs to a close-knit yoga and meditation community, and attends belly-dancing classes at a local rec center. She also enjoys traveling both in the US and overseas, having visited a number of countries including New Zealand, Greece, Italy, and Costa Rica.

Leslie recently joined the board and serves as treasurer of Triangle Area Parenting Support (TAPS), a non-profit aimed at empowering caretakers, parents and guardians to build healthy, resilient families. In the past, she has volunteered at Families Moving Forward, providing monthly cash flow management workshops for homeless families to aid the transition to a stable home. Leslie is also a member of the Triangle chapter of the Financial Planning Association.

Professional registrations, licenses, and designations:

  • CERTIFIED FINANCIAL PLANNER® certification
  • Certified Student Loan Professional (CSLP®)
  • FINRA Series 7 and 66 securities registration
  • Bachelor of Science in Biology & Geography, University of North Carolina at Chapel Hill
  • Master of Art in Geography, University of North Carolina at Chapel Hill
  • Master of Business Administration, North Carolina State University
  • Duke University’s Certificate in Financial Planning program
Back to Team Members

This communication strictly intended for individuals residing in the states of AL, AR, AZ, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, MI, MO, NC, NE, NH, NY, OH, OK, PA, RI, SC, TX, VA, VT, WA, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. The financial advisors of Lifetime Asset Management offer securities and advisory services through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser.

Form CRS: Client Relationship Summary

Tax return preparation and bookkeeping services offered through Lifetime Tax Management are separate and unrelated to Commonwealth. Lifetime Tax Management and Commonwealth are separate and unaffiliated entities.

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