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Lesley Collins

Lesley Collins

Director of Client Services

Lesly runs the day to day operations of Southeast Retirement Planners. She provides administrative support by gathering client information, processing paperwork, and handling service issues for all client accounts; freeing the advisors to focus on creating financial strategies for new and existing clients. She is also responsible for the compliance records, facilitating customer communications, and the logistics of the scheduling in our busy, growing practice. Lesly is not registered with LPL Financial.