Lesley M. Kerr
Senior Client Care Associate
My NET WORTHWHILE™ is helping others live an impactful and fulfilling life.
Growing up in a family that owns and operates a wealth management firm, Lesley sees the importance of professional guidance in business and financial decision-making. She is passionate about delivering quality service by developing strong, trusting client relationships. She provides comprehensive account support services, including researching and responding to client inquiries, processing account openings and closings, assisting with account distributions, and portfolio accounting and reporting.
Before joining SignatureFD, Lesley spent 12 years working in a family wealth office in Canada and, most recently, supporting senior partners at a boutique wealth management firm in Alpharetta, GA. She graduated from Queen’s University in Canada with a Bachelor of Arts in English Literature.
In her spare time, Lesley enjoys playing golf and tennis and being with her family. She is curious by nature and passionate about learning. She enjoys reading and listening to podcasts.SAVE AS PDF
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.