KeatsConnelly, an award-winning wealth management firm in West Palm Beach, Fla. that specializes in managing the complexities of accumulated wealth as well as US/Canadian cross-border planning, has named Leslie J. Hamilton its newest staff planner.
Hamilton, a Boynton Beach resident, will be responsible for helping clients manage the complexities of accumulated wealth as well as US/Canadian cross- border financial planning issues. A native of Canada who is fluent in French, Hamilton obtained an undergraduate degree in economics from Concordia University in Montreal, an M.B.A. from Athabasca University in Athabasca, Alberta and a Graduate Certificate in Management from McGill University in Montreal. Hamilton formerly worked in Canada, where she was responsible for portfolio development and maintenance of long-term investments in mid market companies in Eastern Canada.
KeatsConnelly is a wealth management firm with offices in Arizona, Florida and Michigan. The firm specializes in managing the complexities of accumulated wealth and US/Canadian cross-border planning through an integrated approach including: financial, investment, tax, estate and business planning, as well as the detailed management of all financial records and accounts. Keats, Connelly and Associates’ fee-only compensation model enables the company to maintain its philosophy of promoting clients’ best interests at all times while avoiding any potential conflict of interest with commissions. For more information on KeatsConnelly, please visit www.keatsconnelly.com.