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

This website is offered for information purposes only and should not be construed as an offer of personal investment advice. This website does not take into account your particular investment objectives, financial situation, or needs and does not create a binding obligation on Private Wealth Asset Management or its representatives to enter into any transaction with you. Use of any specific strategy or particular investment advice does not assure a profit or avoidance of loss. Past performance is not indicative of future results.

This website is not intended to offer tax advice. Please consult with your tax professional for details specific to your situation.

Private Wealth Asset Management does not offer insurance policies or other insurance services. We may make recommendations of a particular insurance broker. We do not receive payments for such referrals.

Private capital and pre-IPO investments are not registered with the Securities and Exchange Commission or any state securities regulator. These investments are generally considered to be long-term, illiquid investments which sometimes carry minimum holding periods and a market for sale or liquidation may not be readily available. Liquidation prior to the end of an investment term generally yields less than originally invested. These investments are subject to special suitability requirements and screening. This process may result in you not being selected as an investor.

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Private Wealth provides some of these services directly. In cases where it does not, Private Wealth will collaborate with outside service providers to create solutions for the client. Services provided by PW are described in Form ADV Part 2A and the client’s Financial Services Agreement. In the event Private Wealth uses other providers, the client will pay that provider directly. This is in addition to any advisory fees the client pays to PW. PW may have pre-existing business relationships with selected service providers; PW does not receive any referral fees, percentages of payments by clients to service producers, or any other form of compensation associated with selection of a particular service provider.