Leslie Portee

Leslie Ann Portee joins our team with over 17 years of experience in the Financial Services industry. Leslie has previously held several client-facing roles within the LPL Financial network as a Client Service Manager, Associate Relationship Manager, and Senior Operations Specialist. Currently, Leslie is dedicated to assisting offices associated with INC Advisors.* Her experience across different departments has provided her with an expansive skill set as a Senior Client Service Associate with our firm. While she has worn many hats in the past, her main focus has been providing exceptional customer service. Leslie believes that dependability, flexibility, resourcefulness, and a positive attitude are key attributes to being successful in this task.

Leslie currently resides in Monmouth County, NJ, with her husband and two children. Her favorite activities include live music, comedy, traveling, and spending time with family and good friends at the beach.

*INC Advisors is a marketing name for a supervisory branch of LPL Financial that supports assigned independent advisors at LPL Financial, a broker/dealer and registered investment advisor. Through INC Advisors, Denika Tokunaga has access to additional resources, such as administrative support and investment research. Maven Wealth Management is a separate entity from LPL financial and INC Advisors.