The Seasoned Montis Financial, LLC Team
Ms. LeBlanc, Senior Client Service Associate at Montis Financial, LLC, works directly with clients to manage and execute all service, trading and relationship activities. In her role, she coordinates all transfers and account-specific activities based on clients' individual needs.
Lillian began her career in 1980 with New England Life Insurance Company located in Boston, where she specialized in evaluating life insurance policies for renewal. In 1986, she joined Fidelity Investments as a Senior Operations Administrator and continued with Fidelity for more than 21 years in various roles including leading the Data Control Team and the Transfer Team.
Ms. LeBlanc joined the Delessert Financial Services team in 2008 as an Operations Specialist and Montis Financial as a Senior Client Service Associate of Operations in 2012.