Leslie Rock
Financial Assistant | Executive Support | Process Improvement
- Role
- Financial Planning Assistant at Wolf Financial Advisory
- Location
- Augusta, GA, US
- LinkedIn followers
- 500 followers
About Leslie Rock
o Strategic Financial Planning & Analysiso Cost Reduction & Avoidanceo Process Improvemento Accounts Payable/Receivableo Organizational Complianceo Customer Satisfactiono Human Resources Managemento Project ManagementRobert Wolf, James Koenig, Sara Wolf, Michael Rock, and Chad Lange are investment advisor representatives of, and securities and advisory services are offered through, USA Financial Securities. Member FINRA/SIPC. Additionally, Amanda Opulskas and Adam Wallace are registered non-solicitors of USA Financial Securities, A registered investment advisor. 6020 E. Fulton St, Ada, MI 49301. Wolf Advisory Services and Wolf Financial Advisory are not affiliated with USA Financial Securities.
Experience
Financial Planning Assistant
Apr 2024 — Present
I support a team of advisors helping clients accumulate, distribute, and protect their wealth.Robert Wolf, James Koenig, Joe Green, Sara Wolf, Amanda Opulskas, and Michael Rock are investment advisor representatives of, and securities and advisory services are offered through, USA Financial Securities. Member FINRA/SIPC. Additionally, Adam Wallace is a registered non-solicitor of USA Financial Securities, A registered investment advisor. 6020 E. Fulton St, Ada, MI 49301. Wolf Advisory Services and Wolf Financial Advisory are not affiliated with USA Financial Securities.
Education
Grand Canyon University
Bridge to Master's, Accounting
University of North Carolina at Charlotte
BS International Business, Business Honors Program
1995 — 1998
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