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Leahann Jones

Leahann Jones

Executive Assistant/Operations Manager

Leahann has been working in the financial services sector since 2005. She comes to us from the home office of First Allied Securities where she spent 11 years assisting advisors. She is instrumental in formulating operational policies and procedures, and managing daily office operations. Her focus is to ensure that our clients’ needs are attended to promptly and efficiently.  She resides in Long Island with her dog Castro Cortez Jones.