Client Service Specialist
loves spending time with her two young sons
has a mini Goldendoodle
Kelly LeBlanc is a Client Service Specialist and Registered Administrative Assistant with CCR Wealth. With more than two decades of experience in the financial industry, Kelly works closely with corporate clients such as custodians, trustees, plan participants and private clients, helping with day-to-day operations and making sure all client needs are met.
Kelly holds Series 6 and Series 63 securities licenses, as well as the life/health insurance license. She earned her Associate of Science degree in Executive Assistant/Word Processing from Briarwood College in 1996. When she is not working with CCR’s clients, Kelly enjoys spending time with her husband, two young boys and their mini-Goldendoodle.