With over 12 years of experience in the financial services industry, Leanne’s consistent concierge-level service as an Investment Advisor Assistant is unparalleled. As an integral member of the Woo Investment Group, Leanne is in constant communication with clients, building relationships, answering questions and ensuring no detail is overlooked.
Something that sets Leanne apart in her role is that she genuinely treats clients like family. She takes time to get to know whomever walks through her office doors and considers how she and her team can serve them -- beyond what’s already being discussed with the investment advisors. Leanne can offer advice and recommendations genuinely aligned with the individual by building relationships with clients and taking the time to know their unique needs.
With her excellent communication skills and attention to detail, Leanne ensures that every client has a very streamlined, uncomplicated experience and that there is a smooth transition of assets. Leanne’s skillset and her commitment to caring for every individual client take her team’s service offerings to the next level.