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Leslie Taylor-Neumann

VP, Wealth Advisor & Wealth Planning Team Leader

DiNuzzo Wealth Management

United States, Maryland, Cumberland

About Me

My mission is to help my clients live their best financial life! As VP, Wealth Advisor & Wealth Planning Team Leader for DiNuzzo Wealth Management, I create customized wealth accumulation & retirement plans for a wide range of clients. I work to build trust with clients, understanding their individual financial situation and proactively update their investment portfolio based on market conditions and new tax/legal strategies. I consistently expand my financial expertise, earning the Certified Financial Planner (CFP®) certification, Chartered Financial Consultant® (ChFC®) credential, and Accredited Investment Fiduciary® (AIF®) certification. I am a leader within my organization, in

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Profile Information

VP, Wealth Advisor & Wealth Planning Team Leader

DiNuzzo Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Cumberland

Maryland

United States

Aug 26, 2025

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