Leslie O'Toole

Leslie O'Toole is the Client Services Specialist, Administrative Assistant, and Office Manager at The O'Toole Group. Her primary responsibilities include servicing clients' requests, managing routine client tasks, overseeing back-office management, and preparing for client meetings. With over six years of experience in the financial services industry, Leslie specializes in client servicing, office organization, and administrative support for advisors. Her background as a Technical Project Manager at Sprint has equipped her to excel in the various roles she plays today.

Leslie is dedicated to making clients feel cared for and confident about their financial picture and goals. She finds motivation in making sure clients' interests are prioritized and enjoys preparing advisors for meetings, allowing them to focus on broader presentations. Leslie believes that responsiveness, organization, and friendliness are the greatest values she provides to clients.

Holding a bachelor's degree from the University of Tennessee, Leslie currently resides in her hometown of Longwood, Florida, with her husband, Sean, and their daughter, Delaney. Her commitment to client care and organizational excellence is a cornerstone of her work at The O'Toole Group.