Bailey Leroux

Wealth Management | Client Relations | Financial Services | CRM & Operations Specialist | Passionate About Building Client Trust & Financial Confidence

Role
Registered Client Service Associate at Raymond James & Associates, Inc.
Location
Austin, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Bailey Leroux

My team and I help families, professionals and business owners make tailored plans for their financial future through wealth and risk management. Before joining my career in Finance, I earned experience in customer service, business planning, digital marketing, and coaching. Today I consolidate that experience to provide the best possible service for my clients. brokercheck.finra.orgCRD#: 72•••26When I’m not working, I am most likely trying new recipes from some of my favorite chefs. This includes the likes of Alice Waters and Samin Nosrat. Let me know and I’ll invite you to my dinner club!Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm

Experience

  1. Registered Client Service Associate

    Raymond James & Associates, Inc.

    Dec 2024 — Present · Austin, TX, US

Education

  • Hardin-Simmons University

    Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication

    2010 — 2014

  • Hardin-Simmons University

    Master of Business Administration - MBA, Business Administration and Management, General

    2017 — 2020

Skills

  • Windows
  • Time Management
  • Powerpoint
  • Microsoft Excel
  • Teamwork
  • Microsoft Word
  • English
  • Event Planning
  • Public Speaking
  • Microsoft Office
  • Social Media
  • Customer Service
  • Research
  • Photoshop
  • Java
  • Html

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Bailey Leroux — Registered Client Service Associate at Raymond James & Associates, Inc. in Austin, TX, US | Unifers