This team proactively engages Wells Fargo’s executive and management teams to understand and advocate for First Clearing firms’ business goals, growth objectives, and platform feedback. The team plays a critical role in ensuring firm principals, their advisors and staff are aware of First Clearing’s capabilities, offerings and resources through targeted events and conferences, designed to engage and educate leaders, advisors, and support teams.

Leeann has over 30 years of experience in the financial services industry, starting her career as an intern with A.G. Edwards & Sons. 

Leeann joins First Clearing from Wells Fargo’s Consumer, Small and Business Banking organization, most recently leading the Affluent Value Proposition team, collaborating with enterprise partners to ensure the business delivered the best-fit products and programs for Affluent clients. 

Prior to joining the Wells Fargo Bank, she spent 12 years as the head of the Relationship Management Group at Wells Fargo Advisors, where she and her team were responsible for coordinating the firm’s efforts with financial services providers. The team also encompassed the Advanced Financial Advisor (FA) Education Group, enabling the growth of experienced financial advisors by deepening their knowledge of tools, resources, and best practices through organized conferences and other learning opportunities. Before heading relationship management, she held a variety of roles in advisory and other investment product teams. 

Leeann earned a bachelor’s degree in justice systems from Truman State University. She holds FINRA Series 7, 24, and 63 securities registrations and is a graduate of the SIFMA Securities Industry Institute at the Wharton School of the University of Pennsylvania. 

She is based in St. Louis, Missouri where she lives with her husband and three dogs.