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Leslie Wall

Senior Client Associate

Years of Experience: 27 years

Designations/Certifications/Classes

Cannon Trust School 1 & 2
Wealth Investment Management Catalyst Program 2021

Other Notable Information

Leslie joined Victoria Bank & Trust in 1994 in Victoria, Texas, as a trust associate, which became Norwest Bank in 1996, and then Wells Fargo in 1998 where she most recently worked as a wealth management client associate.
Leslie’s expertise is in investment and fiduciary service support and relationship management support for high-net-worth families and individuals.
Serves as a key resource for client inquiries, day-to-day service needs, operation and account management, documentation, customer service and technical assistance.
Junior League of San Antonio, Texas, 1993-1994
Junior League of Victoria, Texas, 1994-1998; Board Member 1999-2012
Victoria Fine Arts Association, 2004-2012; Board Member 2004-2009

Investment Advisory Services offered through Private Wealth Asset Management
1901 Howard Street, Suite 312 Omaha, Nebraska 68102
www.privatewealth.com

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