Leean Preston
Client Service Associate
Leean is a Client Service Associate in the Beacon Pointe Sarasota, Florida office. She is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for our clients. Her duties include account administration, processing new and existing account paperwork, money transfers, communicating with clients, and assisting with day-to-day service requests. Leean earned her degree in Paralegal Studies, and she also holds a license as an esthetician. In her free time, she enjoys spending time at the beach and visiting with her grandchildren.