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Leslie Montana, CFP
President of First Financial Networks, LPL Registered Principal
Leslie, a CERTIFIED FINANCIAL PLANNER™ (CFP®) and LPL Registered Principal, graduated with honors from Carnegie Mellon University for Business Administration with a focus in Finance and a minor in Global Systems and Management. She manages and reviews client portfolios for FFN, assists in Estate Planning, and is an Insurance Agent for Accident, Health, Life, Variable Life and Variable Annuities. She also has been named on Forbes Best In State Women Wealth Advisors 2022 and 2023 List and Forbes Best In State Wealth Advisors 2022 and 2023 List. Leslie currently resides in Glen Mills with her husband, Matthew, and enjoys spending time outdoors with their dog, Koda.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Michael C. F. Williams, CFP
Vice President of First Financial Networks, LPL Registered Representative
Michael Williams, a CERTIFIED FINANCIAL PLANNER™ (CFP®), is a graduate of the MBA program at Saint Joseph’s University. He resides in Chester Springs, PA with his wife Molly. He is a founding member of Whitford Charitable Foundation which provides financial assistance to many Chester County charities. Michael, with over thirty-five years of experience, has the skill to address his clients’ retirement planning and investment needs. He encourages his clients to participate in the planning and management of their financial affairs, and client education is a key element to the service he provides.
LPL Registered Representative
Scott, a graduate of Millersville University, in which he majored in Economics, is an LPL Registered Representative who manages and reviews client portfolios for FFN. He is also in charge of overseeing our client service’s technology. In his free time, he enjoys playing golf, traveling, and spending time with his wife Rebecca, their son Liam, and their dog, Bella. He currently resides in Chester Springs, Pennsylvania.
LPL Registered Administrator
Alina is a LPL Registered Administrator and our Office Manager. She is the first person you will see when visiting our office. Her responsibilities include handling all administrative tasks. In her free time, you can find Alina spending time with her family, hiking or reading.
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The LPL Financial registered representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TX, VA, VT, WA.