Lesley Gross CFP®, CRPC®
Registered Client Services Coordinator
Mrs. Lesley Michele Gross joined Mercer Wealth Management as a Registered Client Services Coordinator in June 2019. Lesley has past experience working as an investment portfolio manager with a background in evaluating, designing and overseeing all aspects of portfolio construction. Lesley’s prior employers included Merrill Lynch Investment Management (MLIM) and BlackRock (purchased MLIM in 2006). Lesley has worked with a varied client base focusing on Trust and Estate portfolio management along with Endowments and Foundations. Lesley’s past experience centered around creating customized investment solutions for clients based upon specific financial goals. Lesley exceled in delivering client presentations to review portfolio strategy results and affirm the investment strategies were on track to address client goals. The passion to provide an outstanding client experience and the gratification attained when seeing clients pursue their goals has led Lesley to pursue this role for the next stage of her career.
Lesley attained her CFP® and CRPC® in 2006 and 2008 respectively and devotes time to continuing education in order to maintain these certifications. Lesley is a member of the Financial Planning Association of NJ and the CFA Society of New York. Lesley is also a member of St. Gregory the Great Church in Hamilton. Lesley earned her degree in Economics and English from Rutgers University. Lesley holds the Series 7, 65 and 63 securities registrations with LPL Financial.
Lesley was born in Florida and moved to New Jersey when she was 2 years old so considers herself a “Jersey girl”. Lesley resides in East Windsor with her husband Michael and enjoys entertaining family and friends at home, gardening and day trips to the beach in Manasquan.