Introduction to Lesley
How working at RegentAtlantic allows Lesley to pursue her passions.
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Lesley advises clients across multiple areas of their financial life and strives to help them meet their long-term financial and estate planning goals. She takes a special interest in charitable and wealth transfer planning. Lesley is the President of the Estate Planning Council of Northern New Jersey. She is passionate about giving back and co-chairs the Firm’s Neighborhood Nonprofits Group in addition to serving on multiple charitable boards, including P.G. Chambers School and Morristown Festival of Books. She also chairs the development committee for the P.G. Chambers School.
Lesley received her BS from Purdue University in West Lafayette, Indiana. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Trust and Financial Advisor (CTFA) and has taught at the Institute of Certified Bankers Graduate Trust School held at Northwestern University. Prior to joining RegentAtlantic, Lesley was a Vice President in Citigroup Private Bank focusing on relationship management and business development. Prior to her tenure at Citigroup, she spent 11 years at U.S. Trust Company of New York in the Financial Planning and Family Wealth departments providing financial, estate and investment planning advice to high-net-worth individuals, corporate executives and multi-generational families.