Leila has 29 years of experience in the financial services and wealth management industry and was a 21-year veteran of Merrill Lynch before transitioning her practice to LPL Financial during May of 2013. This evolution of her practice to the independent channel has strengthened decision-making and control of resources enabling Leila to deliver a higher level of service as well as provide a wider array of investment opportunities to her clients. She is an ardent advocate for clients, holds herself to a fiduciary standard in all her dealings, and focuses her practice on high value services for hard working successful individuals and families. This would include financial, retirement and estate planning, investment management of retirement and non-retirement assets and Long-term Care planning. She further delivers advisory services for charities and foundations.
Leila is a Chartered Retirement Planning Counselor conferred by the College of Financial Planning; also a Pace University graduate, having earned a BBA degree with a concentration in International Marketing. She studied in Italy at the Universita di Urbino and at the Universidad de Salamanca in Spain. She is fluent in 3 languages…English, Spanish and Italian.