Leann Travis
Client Relationship Manager
Leann Travis is an virtual Admin Assistant. She partners to provide support on administrative tasks and client management functions.
Leann has many yearsof experience in the financial services industry. She is dedicated to managing and guiding a seamless client experience.
Leann was born and raised in Lancaster, South Carolina. She has 2 children, They love to travel and spend as much time outdoors as possible. She is a Clemson College Football fan. She has a big heart for animals of all kind.
She has 2 Corgi's named Bonnie and Clyde. In Leann's free time she is exploring new recipes, new destinations or concerts.
