Leigh Ann Sullivan
Associate Investment Advisor | HollisWealth®, a division of Industrial Alliance Securities Inc.
Administration and Client Relations
BBA (Hons), Brock University
Leigh Ann joined Stone Wealth Management in 2007, and over the ensuing years has become a highly valued member of our team, frequently garnering positive feedback from clients, colleagues, and head office staff.
Leigh Ann’s strong administrative skills and organizational abilities have made her a “go to” person for clients. She is responsible for maintaining superior client service and coordination of many office admin and marketing activities, and looks after much of the general office operations.
Leigh Ann’s commitment to providing excellent service is shown by her having earned her Associate Investment Advisor license, which allows her to provide a higher level of support when interacting directly with clients.
Before joining Stone Wealth Management, Leigh Ann gained valuable experience as a tax preparer, and continues to enjoy helping to provide support to the team’s financial planners on tax-related issues, as well as taking a leading role in the administration of the many tax queries received from clients at tax time.
Leigh Ann’s strong skills, positive attitude, team approach, and commitment to excellence will continue to make her a key member of Watermark Stone Wealth.
Leigh Ann has two young daughters that keep her on her toes. When she can sneak away for some “me” time, Leigh Ann is a passionate reader.