Meet Leslie
Leslie is a Wealth Advisor based in the Houston area of Texas. She joined Mercer Advisors in 2025 after spending 11 years at Vanguard, most recently as a High-Net-Worth Financial Advisor. Leslie earned a BBA degree in finance from the University of Notre Dame. She is a CERTIFIED FINANCIAL PLANNER® professional.
Leslie’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Leslie has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
Her working style
Leslie is known for her patient, thoughtful approach. She takes the time to learn what is most important to each individual and answer all questions, building strong, lasting, and trusted partnerships.
Leslie in real life
What keeps you busy outside of work?
I love my large family, with two teenage sons and a dog at home, a son in college, and three more grown and living on the east coast. That’s in addition to my beloved grandson, daughter-in-law, and five granddogs and cats. I have five siblings, a father and siblings-in-law, and many nieces, nephews, great-nieces, great-nephews, aunts and cousins, spread all over the country. Keeping in touch with family and friends is a favorite way to spend time. In addition, I enjoy cooking, walking and working out, cheering on my sports teams, traveling, meeting with my bookclub, skiing, and boogieboarding.
Any words you try to live by?
Take time to appreciate the beauty around you and find the joy in every day. Share your gifts and talents with the world. Have fun. Sing loudly if not well. Take time to listen to each person’s story.
What’s one thing you are surprisingly good at?
I know the lyrics to an absurd number of songs. I may not even know the title of the song or the artist, but I’ll know every word. My husband has this same, unique gift. It is one of the things that drew us together.
Leslie’s snapshots
Meet Leslie’s Teammates
Anna Apodaca
Wealth Advisor, Director
What Leslie Says
Anna makes sure that Mercer Advisors clients are at the heart of everything she does and that those on her team are fully supported in executing on the firm’s mission, generously sharing her time and expertise.
Clifford (Cliff) Balgos
Client Service Specialist
What Leslie Says
Cliff uses his vast industry experience and acute organizational skills to support his Wealth Advisor, the clients, and his colleagues with a joyful enthusiasm, to help ensure that our clients receive high-quality service.
Geoff Nelson
Regional Vice President
What Leslie Says
Geoff utilizes his experience along with his interpersonal and analytical skills to match clients with the right Wealth Advisor to help ensure the best possible chance for a worry-free journey to Economic Freedom®.
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