Belinda Leslie – A Registered Investment Adviser, Inc.
LOCAL SPOTLIGHT: Belinda Leslie – A Registered Investment Adviser, Inc.
Owner/Adviser Belinda Leslie
Financial Advising: Who is managing your money? Do you have a local person, a large corporate firm or are you doing it yourself? Meet Belinda Leslie, a registered investment adviser. These days one of the biggest challenges money managers face is staying current on tax laws and the legal aspects and impact of life changes, such as divorce, illness or moving. Often we don’t know what we don’t know regarding law affecting investment and estates! Knowing and understanding the impact of these changes, knowing experts to pull in as resources and doing the investigative work for you, is what makes Belinda so unique in her field.
She moved from Cookeville to Nashville in the late 1980’s for more career opportunities. She worked in life insurance, did a stint with IDS Financial Services where she became a Series 7 Broker, then worked with First American Bank’s investment arm Ameristar Investments. She describes herself at that time as a “traveling country money doctor” traveling to bank branches around the state offering financial and investment advice. She has been a private practice fee only investment adviser for thirteen years and has a loyal client base.
Belinda hears your goals and concerns. She then goes to work to help you understand your options. A partial list includes: a second opinion on current financial planning and investments, advice on employee stock options, analysis of life insurance needs, asset and investment management, estate planning and life-style planning strategies, to name a few. She encourages you to think about planning now while you are in good health to reduce family drama when people start moving through retirement years. She currently works with 35 families and 2 trusts. One of the biggest challenges Belinda says is that people often don’t know the first step to take – where to start? She enjoys getting the process going. Her greatest satisfaction comes from knowing her clients really do have planning in place that is up to date.
On a side and fun note: Belinda is the proprietress of Top O’Woodland Historic B & B Inn, “A stylishly vintage 1898 Grand Victorian Event Venue & Inn in hip, cool, Historic East Nashville”. This is a fun hobby for her that allows her to both entertain and host weddings. YEP! As well as being a Notary, she can marry you there in a beautiful setting. Be sure and check out the pictures on her website. You can call Belinda to arrange for complimentary investment chat, a look around her elegant Victorian office and tea. So civilized….