About
Leslie joined the financial services industry in 2019. She graduated summa cum laude with honors from Winthrop University and received an undergraduate degree in business administration with a concentration in financial planning. In her current role, Leslie supports the lead advisors’ journey of providing individualized and comprehensive advice. She strives to build & maintain a client’s trust by providing excellent service. In addition to her interest in finance, Leslie enjoys traveling, dancing, staying active, and spending time with family and friends. Advisory registrations held with Wealth Enhancement Advisory Services. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.
Education
- BS, Winthrop University - Summa Cum Laude. Graduated With Honors
Resources from Leslie Ortiz-Quiroz
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation