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Leslie Grant

CONSULTANT

Leslie’s commitment to helping Americans navigate and manage change in retirement is clear through her careful and thorough work with her network of DPL Members. Prior to working at DPL Financial Partners, Leslie spent 5 years working for a prominent insurance carrier and 4 years with a boutique investment manager. 


Her comprehensive understanding of product construction, the insurance industry at-large, and her belief that all clients could benefit from the opportunity to retire with security shows in her work. 


Leslie graduated from Loyola University in Chicago, and holds her Series 6, 7, 63, Life and Health licenses. When she is not helping RIAs with holistic insurance implementation, Leslie enjoys spending time at the pool with her family and logic puzzles (sometimes at the same time).
 

Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.

DPL


©2023 DPL Financial Partners, LLC. All rights reserved.

DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

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FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.