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Leslie Mathis

Leslie Mathis

Client Services Associate

As a Client Services Associate, my primary responsibilities revolve around providing exceptional service to our clients. I thoroughly enjoy assisting them with their requests, whether it be addressing their inquiries, resolving issues, or guiding them through the account setup process. Additionally, I handle new account paperwork and collaborate closely with our advisors to help ensure seamless operations. With over 20 years of experience in the financial services industry, I have had the privilege of assisting clients in working toward achieving their financial goals and helping to ensure their satisfaction.

Before joining Peace Wealth Advisors, I had the opportunity to work at Morris County National Bank, where I gained valuable expertise in the financial services sector. The knowledge and skills acquired during my tenure there have been instrumental in my current role. I have been with Peace Wealth Advisors for over four years now, and I find great fulfillment in my work. What I enjoy most about my job is the opportunity to interact with our clients on a personal level and hear their unique stories. Building relationships with them and helping them navigate their financial journeys brings me immense satisfaction.

Outside of the office, I am a proud wife to my husband David, with whom I have shared 23 years of love and companionship. Together, we are blessed with two wonderful children and the joy of being grandparents to a beautiful grandchild. Family is of utmost importance to me, and I cherish every moment spent with them. In my free time, I indulge in my passions for reading and writing. Books have always been a gateway to new worlds for me, and I find solace and inspiration within their pages. Additionally, I love experimenting with new recipes in the kitchen, exploring different cuisines, and creating delicious meals for my loved ones. Lastly, spending quality time with family and friends is something I deeply value, whether it's gathering for a meal, engaging in meaningful conversations, or simply enjoying each other's company.