Leslie Gaddis, CFP®, CSLP®, MBA

Chief Planning Officer at LifeTime Asset Management and LifeTime Tax Management
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Raleigh-Durham-Chapel Hill Area
Skills

Topline Score

Bio

Generated by
Topline AI

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Credentials

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
    CFP Board
    Dec, 2019
    - Sep, 2024
  • Series 66
    FINRA
    May, 2018
    - Sep, 2024
  • Series 7
    FINRA
    Apr, 2018
    - Sep, 2024
  • Certified Student Loan Professional (CSLP®)
    CSLP Board of Standards
    Oct, 2019
    - Sep, 2024

Experience

  • LifeTime Asset Management and LifeTime Tax Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Chief Planning Officer
      • Apr 2022 - Present

    • Wealth Consultant
      • May 2020 - Present

      Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. LifeTime Asset Management, 801 Corporate Center Drive, Suite 110, Raleigh, NC 27607, 919-845-5315. This communication is strictly intended for individuals residing in the states of NC. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html Show less

    • Director of Financial Planning Services
      • Jul 2018 - Present

    • Financial Planning Assistant
      • Jan 2018 - May 2020

  • SCANA Corporation
    • United States
    • Utilities
    • 700 & Above Employee
    • GIS Specialist III
      • May 2001 - Dec 2017

      As a GIS Specialist III, I was responsible for mentoring, training, and coordinating daily activities of GIS personnel and coordinating and performing GIS and compliance database maintenance. I performed spatial and statistical analysis to address specific business questions, and created data for internal and external reporting. I provided input to application developers to better meet user and business needs. As a GIS Specialist III, I was responsible for mentoring, training, and coordinating daily activities of GIS personnel and coordinating and performing GIS and compliance database maintenance. I performed spatial and statistical analysis to address specific business questions, and created data for internal and external reporting. I provided input to application developers to better meet user and business needs.

  • PSNC ENERGY
    • United States
    • Utilities
    • 1 - 100 Employee
    • Solutions Partner, GIS Development
      • Dec 1999 - May 2001

Education

  • Duke University
    Executive Certificate Program, Financial Planning
    2016 - 2017
  • North Carolina State University Poole College of Management
    Masters, Business
    2001 - 2003
  • University of North Carolina at Chapel Hill
    Masters, Geography
    1993 - 1996
  • University of North Carolina at Chapel Hill
    Bachelors, Geography, Biology
    1990 - 1993

Community

You need to have a working account to view this content. Click here to join now