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
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
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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