Leslie Poulin

Client Relationship Associate

Falmouth, Maine

As a Client Relationship Associate, Leslie supports clients and advisors with coordination, responsiveness, and attention to detail. She supports advisors through client communications, scheduling, and account-related activities. Her role is focused on building trust, strengthening relationships, and providing a consistent, high-quality client experience.
Before joining EP Wealth, Leslie held client-facing roles in healthcare administration, where she managed sensitive interactions with discretion and professionalism. Those experiences strengthened her ability to coordinate complex schedules, support administrative operations, and guide people through stressful situations. Leslie earned her bachelor’s degree in English from the University of Southern Maine and a Master of Fine Arts in poetry writing from Vermont College of Fine Arts.
Leslie was drawn to financial services by the opportunity to support clients as they plan for their future. She values clear communication and a client-first mindset in every interaction. Her goal is to help create an experience that feels clear, responsive, and reassuring for clients and advisors alike.
Outside of work, Leslie loves spending time with her husband and daughter. She also enjoys sewing, gardening, and exploring new art and craft skills. She is always happy to hunt for vintage treasures while thrifting.