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Leslie Wall

Senior Client Associate

As a Senior Client Associate, Leslie serves as a key resource for client inquiries, day-to-day service needs, operations, account management, documentation, customer service and technical assistance. She specializes in providing support for investment and fiduciary services, as well as relationship management for high-net-worth families and individuals.

Prior to her role at Private Wealth, Leslie began her career in 1994 as a trust associate at Northwest Bank (formerly Victoria Bank & Trust) in Victoria, Texas. In 1998, she joined Wells Fargo, where she served as a wealth management client associate.

Leslie enjoys cooking, traveling and country music. She has two sons and one beautiful granddaughter, Nora, who lights up her life.

Years of Experience: 

31 years

Designations/Certifications/Classes

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

Community Involvement