Leslie Global Wealth, LLC

Mark Zelenika is a CFP® and holds a Series 66 license with over 11 years of industry experience. He has been with Leslie Global Wealth, LLC since 2014. Leslie Global Wealth serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing portfolio management, financial planning, and access to third-party money managers. The firm uses a combination of fundamental, quantitative, and qualitative analysis to tailor portfolios according to client goals and risk tolerances.

Barry Leslie is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Leslie Global Wealth, LLC since 2013. He has also been affiliated with LPL Financial, LLC since 1998. Outside of his advisory role, he manages LGW Aviation, LLC, an entity formed to own and lease an aircraft for business use. Leslie Global Wealth serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, offering comprehensive portfolio management and financial planning. The firm employs a variety of investment strategies and participates in LPL Financial programs, tailoring portfolios to client goals and risk tolerances with ongoing supervision and due diligence.

Kathleen Governale is a CFP® professional with 18 years of experience in financial advising. She is currently with Leslie Global Wealth, LLC and LPL Financial, having previously worked at Strategic Financial Advisory Services and J.W. Cole Financial, Inc. Her background includes extensive advisory roles spanning over two decades. Leslie Global Wealth serves individual and high-net-worth clients as well as trusts, estates, and charitable organizations, providing comprehensive portfolio management and financial planning. The firm uses a combination of fundamental, quantitative, and qualitative analysis to tailor portfolios and offers both discretionary and non-discretionary management across various asset classes.