Leslie Davies, MS. CLTC

  Leslie joined FMC Financial Group in September 2006.  She is the 3rd generation MassMutual agent.  Her grandfather was a former Agent and General Agent for MassMutual, her father was an Agent, General Agent and Executive Vice President for MassMutual.  She specializes in Asset Protection Strategies, Estate Planning and Long Term Care.  Prior to joining FMC, she was a Director of a private preschool in Los Angeles.

  Leslie has been recognized for several outstanding achievement awards including the Tom Thorkelson Award which is based on recognizing the agent who gives back to the company, the agency, and to the community in 2006 and 2007.  She received company recognition in Rising Leaders 2007 (first year) and 2008 (second year), Fast Pace 2007 (first year), and Leaders in 2006 and 2007.  She ranks in the top ten for the agency in DI and Life, and is ranked #1 for LTC.  Leslie is ranked nationally in the top 5 for new associates, achieving Freshman 5 in 2007. Freshman 5 membership is accorded to the top five new agents who excelled in production, were role models in their agencies and received strong recommendations from their general agents and sales managers.

  She graduated from Rollins College with a Bachelors of Arts in ’00 and Hunter College with a Masters of Science in ’03. She is currently active with CHOC (Children’s Hospital of Orange County support group), NAFE (National Association of Female Executives), and Susan G. Komen for the Cure (Breast Cancer research).

CA Insurance License #:0F21696

PRODUCTS AND SERVICES
FMC Financial Group offers a full range of services to help clients identify and realize their financial goals. Our services include:
Estate and retirement analysis
Investment* and portfolio analysis
Pensions and employee benefit plans
Disability income insurance analysis
Executive compensation and business insurance plans

Our strategy is to recommend products and programs based on a clear understanding of each client's individual needs, means, goals, temperament, and willingness to handle risk.

PERSONAL PLANNING

BUSINESS PLANNING

INVESTMENT AND PORTFOLIO ANALYSIS *

YOUR ONE SOURCE FOR ALL YOUR PLANNING NEEDS
Wealth Management Solution allows you to see all your portfolio’s elements in one place for maximum control of your financial future. Wealth Management Solution automatically organizes your investments, insurance, estate plan, bank accounts and other financial instruments, so you can see in a glance how you’re doing – and what more you may need to do to help you achieve your personal financial goals!

With Wealth Management Solution, you can:
  Monitor your portfolio’s financial performance on a daily basis!
Continuously measure your portfolio’s performance against your financial objectives!
Receive automatic alerts when Wealth Management Solution detects a problem – or discovers an opportunity!
Share data with your FMC Financial Group Representative via computer to receive real-time input without leaving the comfort of your home or office!

Knowledge is power. Consult your Wealth Management Solution account often to monitor portfolio performance.

  Wealth Management Solution: Client Web Link
* Leslie Davies:

 4695 MacArthur Court, Suite 1000, Newport Beach, CA. 92660  Tel (949) 660-1717

 

Locations | Products and Services | About Us | Meet the Team | Career Opportunities | Wealth Management Solution

Copyright © 2005
FMC Financial Group
Tracking # 047940-001

FMC Financial Group • 4695 MacArthur Court Suite 1000 • Newport Beach CA 92660 • 949-660-1717 • Fax: 949-660-1991