Bleakley Financial Group
Skyler Schlesinger currently serves as an LPL Administrative Associate at LPL Financial and an Investment Analyst at Bleakley Financial Group, where responsibilities include analyzing and creating financial portfolios for ultra-high net worth clients. Prior experience includes roles as a Financial Advisor and Financial Representative at Northwestern Mutual, where Skyler focused on training and client base development, and a Summer Intern at Morgan Stanley, gaining exposure to wealth management and financial services. An early intern experience at Acadaca involved quality assurance activities, and a foundational role as a Caddie at Maplewood Country Club emphasized exceptional customer service and decision-making support for golfers. Skyler holds a Bachelor of Science in Business Administration with a concentration in Finance from High Point University.
Bleakley Financial Group
A FOCUSED MISSION FROM A TRUSTED PARTNER Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a focused team environment. Our advisory model is based on a disciplined collaborative planning process that addresses the full complexity of your personal situation. Advisors associated with Bleakley Financial Group, LLC may be: (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, (2) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC and investment advisor representatives of Bleakley Financial Group, LLC; or (3) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Bleakley Financial Group or LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.