RELATIONAL WEALTH MANAGEMENT - Key Persons
Alexia Montali joined the Relational Wealth team in early 2022. Her organization skills and dependability make her a great asset to our company! She resides in the Midlands of South Carolina with her husband and three daughters.
Job Titles:
- LPL Registered Administrative Associate
After being in the fitness industry for several years, I longed for an occupation that gave me more freedom over my time and finances... Financial freedom for my family, and freedom of time for myself. That is what this new venture with Relational Wealth Management offers me and I am immensely grateful. With this new opportunity, I have been happily married for 4 years to my lovely wife Olivia and we have a little 8 month old baby girl, Peyton. In my spare time I love learning as much as I can about any topic, playing sports/games with my friends, having meaningful conversations with others, and I am always up for a cup of coffee!
Job Titles:
- Financial Advisor
- Founder, Financial Counselor
Job Titles:
- Director of Client Relations
Job Titles:
- Director of Client Relations
Shayne Leonard has been with Relational Wealth since 2021. His dynamic personality is infectious at our office. Originally from Virginia, he now resides in the Midlands of South Carolina with his wife and two children.
Job Titles:
- Director of Business Development