BMSS Wesson Wealth Solutions
Leslie Urrea is an experienced Operations and Client Service Manager at BMSS Wesson Wealth Solutions since December 2017. Prior to this role, Leslie served as the Practice Manager at Lloyd R. Wilson & Associates from August 2010 to November 2017, where responsibilities included managing daily operations and acting as a liaison among clients, advisors, and insurance entities. Leslie also gained valuable experience as a Human Resources Intern at the College of Agriculture at Auburn University in early 2010, focusing on employee performance appraisals and record maintenance. Leslie holds a Bachelor of Science in Business Administration with a concentration in Human Resource Management from Auburn University, completed in 2010.
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BMSS Wesson Wealth Solutions
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BMSS Wesson Wealth Solutions is a fee-for-service financial planning and registered investment advisory firm wholly owned by BMSS, LLC. The launch of BMSS Wesson was based on the belief that individuals and families should be given honest, transparent, objective and informed advice that is fully aligned with their needs and values. Our desire is to get to know our clients’ deeply. Our commitment is to work to align each client’s needs and values with a comprehensive wealth strategy and robust investment plan, and then, to deliver on this commitment in every step of the relationship. Our vision is to serve you with our experience, skill, integrity and heart. For us, this is the best and only way to fulfill the fiduciary promise of acting solely in our clients’ best interests.