Lesley M. Kerr
Client Care Associate
My NET WORTHWHILE™ is to provide support to both the SignatureFD team and our clients to allow them to live freely with intention.
Lesley is passionate about delivering quality service by developing strong, trusting relationships with our clients. She believes it is important to listen to the clients’ needs, seek to understand their goals, and help their advisor implement a plan to achieve financial freedom. As a client care associate, she assists our advisors and clients by providing account support services, including on-boarding, account maintenance, distributions, and portfolio accounting and reporting.
Prior to 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. She graduated from Queen’s University in Canada with a Bachelor of Arts in English Literature.
In her spare time, Lesley enjoys playing golf, tennis, and serving with her son as a member of Young Men’s Services League. She has also worked as a liaison for the Special Pops tennis program as well as Meals by Grace.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.