Get to Know Us

OUR TEAM

Vickie Leese

Financial Advisor

I bring 20+ years of financial services experience to my Commonwealth office located in SC, managing business in the following states: AZ, CO, FL, GA, KS, MD, PA, VA, and WV. I have a wealth of experience, including developing relationships and maintaining partnerships built on mutual trust and respect. It is important to take into consideration your current lifestyle and future goals to help develop a financial plan. There is a clear understanding that even the best plan needs to be updated periodically.

I am registered to sell brokerage products with Commonwealth Financial Network® as well as being licensed for life and health insurance, including long-term care. I studied at Penn State University and hold FINRA Series 6, 7, 63, and 66 securities registrations. I have been a keynote speaker in Baltimore, Carroll, and Frederick County school systems and am passionate about women and investing.

I enjoy spending time with my two daughters, their significant others, and my grandchildren. I get away as often as I can to the beach, where I love relaxing. My goal is to help you find financial independence so that you enjoy life to the fullest!