Lesa Crosser, AWMA®

SENIOR FINANCIAL ADVISOR

Lesa Crosser

 

Lesa is a Senior Financial Advisor, whose expertise includes investment management, wealth planning and life goal planning. She also serves on the firm’s Investment Committee.

Lesa is an Accredited Wealth Management Advisor® and her concentration is multi-disciplined, the scope of which includes wealth management, investment policy and strategy, portfolio management, and comprehensive financial planning. She is fluent in investment management and portfolio design. She also works with clients to develop holistic, personalized financial plans that continue to evolve over working years into and through retirement. She feels strongly that all elements of wealth management, from investments and cash flow planning to insurance, tax and estate planning, paired with life stages, life events, lifestyle and life objectives, must be addressed to successfully accomplish the goals for one’s wealth. Lesa is passionate about providing practical financial education, with the belief that helping people make sound financial decisions throughout life will have a lasting beneficial impact on their tomorrows and what they wish to achieve.

Lesa has worked in the financial services industry for 20+ years.  Prior to joining WMS Partners, Lesa was a financial advisor with RBC Wealth Management, working with high net worth individuals and families. Lesa also practiced wealth management and financial consulting at Smith Barney and Legg Mason, working with affluent clients and institutional investors. A Baltimorean most of her life, Lesa is active in several local volunteer organizations. She is a past member of the Board of Trustees for Caroline Center, and also served as the Chair of their Investment Committee.

WHAT DO YOU LIKE BEST ABOUT BEING PART OF THE WMS TEAM?

The firm is comprised of an extremely creative and talented group of individuals, whose collective commitment to our clients and craft is rare. We all bring high degrees of specialized skill to the client experience, and we confidently rely on each other. For me, it is like being on a world class professional sports team. We share a common goal and give our all, every single time. We challenge and care for one another, and I am better because I am here. We strive for excellence because the clients we serve deserve our best. The great part is ending each day knowing we have done good work and that we are helping people in meaningful ways.

WHAT QUALITIES DO YOU POSSESS THAT MAKE YOU SUCCESSFUL IN YOUR ROLE?

I care strongly for people and am driven to understand others. I have a high regard for the work and discipline required to build wealth, and a deep appreciation for being entrusted with caring for a family’s wealth. Our savings, regardless of where we are on life’s path, has a significance that is unique to ourselves. It may represent sacrifice, a life’s work, goals and dreams, security, or making a difference, for example. I place exceptional importance on understanding those unique feelings, as well as the responsibility I am charged with to protect. I really enjoy working through the complexities of a financial situation to organize and clarify things. I can then create strategies that help to eliminate uncertainty and instill understanding, so clients can move forward with confidence and peace of mind.

WHAT’S THE MOST INFLUENTIAL BOOK YOU’VE READ?

The Holy Bible. The history that is chronicled is fascinating, and there are principles in some of the scriptures that are timeless and just work.

WHAT DO YOU LOVE TO DO OUTSIDE OF WORK?

Anything with my family! Our outings are usually saturated with laughter and I cherish the time I spend with my family. I am blessed to be a grandmother to my sweet little Samuel; every moment with him reminds me of how precious and wonderful life is. He holds my heart in his tiny hand, and I wouldn’t have it any other way! I also love to travel with my husband. We like to explore new destinations on our own, meandering off the beaten track to really get a feel for the local soul. I enjoy just being outdoors, whether it be for a hike, kayaking or sitting around a fire at the beach – get me outside!