It's your teamNo Salespeople
Purpose Built Planning replaced the old "Broker" service model with an advice-driven service team. Your team consists of operations, investment, planning, tax and trading professionals. This ensures that you always have a subject matter expert to address your unique needs and issues.
Your primary point of contact at LeConte. Expect this professional to reach out with important updates on markets and news that may have a financial influence on your goals.
Your operations and service leader. Portfolio Specialists oversee the account paperwork process when new clients join LeConte. They coordinate the efforts of the service team.
Planning Associates gather your data and populate our financial planning technology. They coordinate with your Lead Advisor to create your Purpose Built Plan.
Our Client Concierge works with your Portfolio Specialist and Lead Advisor on paperwork and service requests like depositing or withdrawing funds from your investment accounts and address updates. The Client Concierge also schedules client meetings face-to-face, phone or virtual with appropriate team members when you need advice from one of these experts.
Your Tax Specialist works with your Lead Advisor to coordinate annual tax work and advise on tax sensitive issues related to your financial goals.
Trading professionals work with your Lead Advisor to implement your investment strategy. They rebalance and adjust your holdings as markets and models change.