Leigh McCloskey is affiliated with The Bulfinch Group and is a member of WomensWorth’s Client Relationship Management team, working closely with individuals, families, and small businesses to achieve their financial goals. Through building relationships on trust and understanding, Leigh is able to help folks coordinate and integrate all aspects of their personal, business, and economic lives. His patience, diligence and care foster long-term relationships with his clients and are a hallmark of Leigh’s approach as a financial service professional.
Leigh uses a strategic, personalized process to help clients meet their specific objectives. Working with clients to help achieve financial organization and creatively solve problems, Leigh’s primary objective is to help people attain a strong level of economic confidence. Some of the possible outcomes of a client relationship may include:
- Wealth Building
- Education funding
- Asset and income protection analysis
- Establishing a well-tailored budget
- Cash recovery strategies
- Estate planning
- Risk management
- Charitable planning
Prior to his active role with WomensWorth, Leigh helped manage his family’s small business located in Haverhill, MA while completing Boston University’s evening MBS program. Born in Lexington, Leigh graduated Franklin &Marshall College in Lancaster, PA in 2009 with a strong interest in financial analysis, sustainability and community engagement. He is an active member of Big Brothers Big Sisters of Mass Bay, and enjoys exercising, spending time with family, following the New England Patriots and anything relating to food.
Leigh McCloskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. CA insurance license #0I85624