Financial Planning Services

B. Leanne Fenton

***** ****** ***** **.

Reno, NV 89521

***/***-**** (cell)

******@**********.**

Wealth Management Advisor, APMAâ, CRPCâ, CWSâ

US Bancorp Investments – Reno, NV

**** – current

I currently team with a Wealth Banker supporting multiple branches with the goals of acquiring new clients, reviewing and expanding inherited books of business, engaging in comprehensive financial planning and helping clients, prospects and the organization develop long term relationships. With my 20+ year background in the financial services industry primarily in the Nevada market, and by continually partnering with various organizational department members, the clients and their teams of legal and accounting advisors, I utilize my training and experience to help ensure our clients have the resources and teams necessary to help drive their financial success with their short and long term goals involving wealth and estate planning, investments, financial planning and other services as required. Financial Advisor, APMA® CRPC®, CWS®

Franchise Owner

Fulcrum Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc. Reno, NV 2015-2020

After merging my financial planning practice in 2015 to take advantage of additional resources for my clients, I became part of a multi-state financial advisory practice working with clients to manage cash flow, risk, retirement, healthcare and estate related issues. My clients ranged in age from 24 to 91. The primary focus of my practice was to help my clients maintain dignity and manage their quality of life. I actively partnered with my clients’ tax advisors and attorneys to help oversee the requirements of their estate plan, their investment strategies and potential tax ramifications, along with dialogue on opportunities/needs for their short and long term financial and estate goals. I was a very active partner with my referral sources and continued to grow my client base and referral network. Financial Advisor, CWS®

Franchise Owner

Fenton & Associates, a financial advisory practice – Ameriprise Financial Services, Inc. Reno, NV 2011-2015

I established and built a robust financial planning practice beginning in 2011 utilizing long time employee staff experts to help support clients and partner with the appropriate business partners (CPA’s, Attorneys, other family members, etc.) to create financial solutions. I combined 20+ years of previous work experience as a Trust Officer, Branch Manager, Business Development officer (among other roles) to bring non-proprietary products and solutions to our clients. I continued my previous objectives of working with high-net worth clients, asset management teams, and their trusted family/support teams. We grew to approximately $30 million AUM in 4 years utilizing a solid, collaborative, and information driven practice model. I merged my practice with Fulcrum Wealth Management so I could focus more on my clients and their professional advice teams.

Senior Vice President, CWS®, Private Client Advisor City National Bank – Reno, NV

2007-2011

I managed a local team of 4 individuals with the oversight of supporting all branches and divisions within the State of Nevada. We collaborated with both internal and external business partners to grow the Private Client services in Nevada. We provided all the known traditional estate, banking, lending, and asset management services. I collaborated with our asset management team along with other resources to manage unique client relationships. In addition, I worked with affiliates to coordinate additional resources for the more complex and ultra-high net worth clients. Senior Vice Present, Director of Wealth Management First National Bank of Nevada – Reno, NV

2004-2007

I was charged with establishing and running a department incorporating trust, estate and asset management teams to develop additional financial services delivery in the state. This position was created because of another bank acquisition. I was responsible for establishing Nevada specific policies and procedures to integrate among multiple states. We grew from a $2 million office to a $125 million trust and investment group. I instituted a team to develop a unique and proprietary collaborative approach with the medical community utilizing medical malpractice carriers, service delivery of ongoing medical management programs, and various financial providers to ensure financial care for the physicians and ultimately the patients. We were extremely successful in this process for the medical community and parts of this program continue today with both practice management groups and medical malpractice providers in Nevada and California. In addition, I worked with Captive Insurance Companies and provided the financial platforms required to manage and direct their reserve assets for benefit of their members. Vice President – Senior Trust Administrator

Wells Fargo Bank – Reno, NV

2001-2004

I was part of a nationwide initiative and charged with building the relationship between the financial trust teams and other financial product delivery channels. My emphasis was on managing a large trust and estate client base to provide ongoing financial and ancillary support services. Bank of America – Reno, NV and Las Vegas, NV (Valley Bank of Nevada, BofA, Bank of America) 1989-2001

• Vice President, Senior Relationship Manager, Trust Officer I managed a $500 million business book of trust, estate, and financial assets between the Reno and Las Vegas market. I was responsible for maintaining the current book and growing the assets/client base.

• Vice President, Business Development Officer

I was responsible for marketing financial services for asset and estate management for Northern Nevada.

• Assistant Vice President - Branch Manager – Corporate Blvd. Branch and Wells Avenue Branch I was responsible for all branch and operational goals of the two branches and the one branch in Northern NV managing public funds.

• Business Development Officer – Priority/Private Banking Partnered with internal and external business partners to support the financial needs of the professional market with special emphasis on the medical, legal, and business executive personnel. Education:

Majors in English and Business

Certified Wealth Strategist (CWS®) (Cannon Financial Institute) Certified Retirement Planning Counselor (CRPC®) (College for Financial Planning) Accredited Portfolio Management Advisor (APMA®) (College for Financial Planning) Multiple active securities and insurance licenses – various states Work/community:

Former member of Estate Planning Council; former member Prospector’s Club Former board positions: American Cancer Society, American Heart Association, Ronald McDonald House

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