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Leana D’Aloisio is the Client Service Manager at Freedom Wealth Partners. She oversees all aspects of client services, including developing and implementing client service protocols, and excels at building strong relationships with clients – ensuring their needs are always met. Her day-to-day responsibilities include resolving issues in a professional and timely manner and handling all compliance procedures and documentation for the office.
Leana has a Bachelor of Science in Business Administration from North Carolina Wesleyan University. She also holds the SIE, Series 7, Series 63 (with LPL Financial), and Series 65 (with Freedom Wealth Partners) FINRA licenses. Before joining Freedom Wealth Partners, Leana served in the U.S. Air Force and gained financial industry experience working at Edward Jones and Morgan Stanley.
A native of Fort Bragg, NC, Leana resides with her son in Dallas, GA. When not in the office, she enjoys spending time with her family, hiking, reading, shopping, and traveling to the beach.