Leslie Stoner

Meet Leslie

Leslie Stoner, Portfolio Administrator & Financial Planner

Leslie has been providing white-glove service with a smile for over 20 years in the financial services industry and brings vast experience across insurance, investment strategies, financial planning, and client service. She truly cares about client success and always brings a willingness to make life easier for others.  At CWO she is heavily focused on enhancing the client experience, maintaining systems, conducting compliance activities, and driving business development.
She graduated from North Dakota State University with a B.S. in Zoology and is nearing completion of the Financial Planning Program through Boston University. She is an Investment Advisor Representative; earned a Paraplanning Certificate through The American College; is a Georgia Registered Neutral; and a holds a Paralegal Certificate from The University of Georgia. Leslie is a lifelong learner across multiple disciplines and seeks to continuously expand her financial knowledge with a particular interest in estate planning.
Leslie enjoys gardening, volunteering, reading, and spending time with her husband, Chris, and their numerous four-legged family members.  They reside in Suwanee and share a love of international travel and supporting animal welfare causes.
kevin@cwoconner.com (770) 368-9919

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