Broker Check
Leslie Greenman, AAMS®

Leslie Greenman, AAMS®

Financial Advisor*

Leslie Greenman loves working with her clients through her affiliation with Woodbury Financial Services, Inc. She is passionate about helping people be prepared for the unexpected whether it is death, disease, or divorce. Nothing in life is guaranteed. Leslie understands because her husband passed on unexpectedly at 35 when her kids were two and four years old. With over twelve years of experience, Leslie helps clients navigate the market volatility and stay focused on their long-term goals. She works hard to make sure her clients are prepared with their tax strategies and retirement and estate planning needs. Leslie loves listening to her client’s goals and creating a specific strategy that will work for them. Her clients know that she will speak openly and honestly with them. Leslie takes the time to create an in-depth retirement plan to help each client pursue their goals and holds them accountable. She would prefer to have fewer clients but have strong, deeper relationships with each of them. Leslie’s clients know they can reach her, and she will be there to help them in the calm and bumpy moments of life. Leslie help individuals going through a divorce analyze their choices and options to try to find an equitable and fair financial solution.

 

Out of the office, Leslie enjoys pushing herself mentally and physically. She ran her first marathon last year in New York while raising money for Solace House, a suicide prevention center. This year she is running a new race each month in a new location. She will be running a 50k in Paradise, MI in Summer 2022. In the Summer of 2021, she completed Everesting 29029 where she summited the equivalent of Everest in less than 36 hours in Utah. Leslie loves running each day with her two dogs, Lulu and Bear. Leslie’s two boys have now grown up. One is a Senior at Florida Southern College, and the other is entering his Junior year at Miami University in Ohio. Last month the three of them competed together in a “Driveway to Hell” event so they can push each other to new levels. Leslie is remarried and lives in St. Louis, Missouri.

 Community Involvement (Past and Present)

  • Women’s Foundation of Greater St. Louis
  • Professional Women’s Alliance
  • The Campership Fund
  • The Principle Foundation
  • Powell Crown Foundation
  • Sunday School Teacher
  • Speaker at Women’s Events

 Credentials

  • Investment Advisor Representative and Registered Representative of Woodbury Financial
  • Accredited Asset Management Specialist (AAMS®)

Insurance is offered through Westward Financial Strategies and is not affiliated with Woodbury Financial Services, Inc.  Woodbury Financial Services, Inc. does not offer tax services.