Broker Check
Alex Leise

Alex Leise

Client Service Manager

I am Alex Leise, currently holding the position of Client Service Manager at Montage Wealth Advisors. My journey in the financial services industry has been marked by a dedication to excellence and a commitment to client satisfaction. Graduating from Illinois State University in 2014 with a Bachelor's Degree in Finance laid the academic foundation for my career.

In my role as Client Service Manager, I take pride in leveraging my skills and firsthand industry knowledge to contribute to the daily advancements at Montage Wealth Advisors. Each client interaction is a priority for me, and I strive to make the experience seamless and easy, recognizing the importance of exceptional service.

Prior to joining Montage Wealth Advisors, I was part of the esteemed Capital Group, home of the American Funds, where I played a significant role in advancing the client service operations division. This experience further fueled my passion for making impactful contributions to the financial services landscape.

Outside of my professional pursuits, I embrace a diverse range of interests. Whether I'm unwinding at the beach, exploring the latest automotive innovations at car shows, or honing my golf skills, I approach life with a well-rounded perspective.

With a deep-seated passion for the financial services industry and an unwavering commitment to client satisfaction, I am proud to be a driving force in the success of Montage Wealth Advisors.