Leslie Girote

Senior Planner    


Why did you choose to be part of the BDF team?

Knowing exactly where you want to work right out of college is tough, but when you are introduced to a company like BDF, the decision is pretty easy. BDF and the team are dedicated to the individual and group growth of everyone and are constantly striving to be better. The BDF team is welcoming, honest, and fun.  I couldn’t imagine a better environment to grow and learn in.

What inspired you to choose wealth management as a career?

I love crunching numbers and analysis. I also love building relationships; I am the most happy when I am talking to, learning about, and helping people. The fact that I have the opportunity to combine these two passions is what inspired me to choose wealth management.

What is the one thing you wish every person knew when making financial decisions?

That you don’t need to do it alone. There are people, like the BDF team, with knowledge and experience in making these kinds of decisions and are here to help. Navigating financial decisions is complicated and scary, but it doesn’t need to be alone.

Where can we find you when you are not working?

You can find me sitting on the beach with my nose in a good book; I take my kindle everywhere I go. If I’m not reading or watching a movie, you can find me spending time with friends and family.

What defines your own personal “full life”?

My own personal full life is defined by my perspective and the people I surround myself with. Life has its ups and downs, but how I deal with and reflect on those experiences is what makes my life full. I surround myself with loving and supportive people to ensure my personal life is full.