Keaton Leslie, CFP®

Senior Financial Planner

Dallas-Crescent Court, Texas

Keaton Leslie is devoted to mastering complex financial strategies and guiding clients through them. He focuses on helping clients with making informed decisions that could positively impact their businesses and families. His enthusiasm for thoughtful planning and advice is evident in every aspect of his work with clients.
Keaton began his career at Merrill Lynch, acquiring foundational industry experience. He then enhanced his expertise in financial planning at a family office, focusing on multi-generational family strategies. Most recently, he has been part of a wealth management team, developing financial, tax, and retirement plans for business owners, corporate executives, and retirees.
Keaton earned a Bachelor of Science in Finance from Missouri State University and holds a Certified Financial Planner™ (CFP®) certification, credentials that underscore his comprehensive financial expertise.
Outside of work, Keaton enjoys attending live music events, traveling to new places and maintaining an active lifestyle through fitness. He also has a passion for archery and cherishes his time spent outdoors.