Women represent a growing economic force and source of growth for advisory firms. Leslie Geller, a wealth strategist at Capital Group, shares ways advisors can connect with their female clients to help better serve their needs.
Better engagement: How advisors can empower female clients
Leslie Geller
Wealth Strategist, Capital Group
Leslie Geller is a wealth strategist at Capital Group. She has 14 years of industry experience and has been with Capital Group for two years. Prior to joining Capital Group, Leslie was a partner at Elkins Kalt Weintraub Reuben Gartside LLP where she advised high- and ultra-high-net-worth clients on all matters related to taxation, wealth transfer and family governance. Before that, she was an associate at Cleary Gottlieb. She received an LLM in taxation from New York University School of Law, a juris doctor from Boston College Law School and a bachelor’s degree from Washington and Lee University. Leslie is based in Los Angeles. As of December 31, 2020.
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American Funds Distributors, Inc., member FINRA.