Managing Partner, AWM
Leanne makes it her mission to help ensure her clients are financially prepared to joyfully step into each new chapter of their lives, confident in their financial abilities and prepared to pursue their dreams. As she likes to say, dreams of tomorrow are both made and broken by our decisions of today.
Working with a variety of clients, including executives, women, and multiple generations of high-net-worth families and business owners, Leanne takes a holistic approach to financial planning that focuses on the individual needs, wants and wishes of each client.
Through each tailored strategy, she helps them preserve the wealth they have built, with plans designed to help meet their family's goals, including leaving a legacy. She specializes in investment strategy and financial planning, including retirement planning, education funding, risk management through insurance planning, and tax and estate reduction strategies.
A longtime member of the Memphis financial services community, Leanne joined Raymond James in 2011 and established The Avenue Wealth Management Memphis. She began her career with Union Planters Bank, now part of Regions, and would eventually become president of Union Planters Brokerage Services when she left in 1997. Between 1997 and 2011, she was a Senior Vice President with both Young Stovall and Wunderlich Securities. Leanne was also educated in her hometown and holds a BBA and an MBA from the University of Memphis.
Since joining Raymond James, Leanne has attained recognition club status each year: Leaders Club in 2016 and President's Club in 2015, 2017 and 2018.1 In 2017 and 2018, she was humbled to be named on the Top Wealth Advisor Moms list by Working Mother magazine and Shook Research.2 In 2018 and 2019, Leanne was named to the Forbes list of Best-In-State Wealth Advisors.3
Personally, Leanne enjoys spending time with her husband and son. The family makes many memories boating on Lake Hamilton with relatives and friends. They are also active members of Grace Evangelical Church. When she is not laser focused on her family and practice, Leanne gives back to her community, and has served as a tutor and Christmas chair for AB Hill Elementary and a member of the Grace Evangelical Church's venture strategy committee.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
Raymond James is not affiliated with the entities mentioned.