Leslie Wallace, Licensed Agent with New York Life

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Leslie Wallace, Licensed Agent with New York Life Contact me to help you fully analyze your financial & insurance needs. I am not licensed in all jurisdictions.
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I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

3000 Bayport Dr Suite 1100
Tampa, Fl 33607

Life changes. But sometimes beneficiary designations don’t change with it.This Kiplinger article is a helpful reminder o...
10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4icWkJF

If you have questions about your own beneficiary choices, send me a message.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
10/27/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Looking forward to your next vacation? Let Cruise Planners- Terri Ann Gardner go to work for you! Take the hassle off of...
10/27/2026

Looking forward to your next vacation? Let Cruise Planners- Terri Ann Gardner go to work for you! Take the hassle off of your plate.

Was I in Denver or Arizona? Because it looked like a Home game to me! I'd be willing to bet 75-80% of the fans were Bron...
10/27/2026

Was I in Denver or Arizona? Because it looked like a Home game to me! I'd be willing to bet 75-80% of the fans were Broncos fans. Best away game ever! Bonus that it was a mini cousins reunion!

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches m...
10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/4hYa9dp

If it gets you thinking about your own plans, send me a message.

10/11/2026

☔⚽ Life isn't always sunshine and rainbows. Sometimes it's rainy days, unexpected challenges, and showing up even when conditions aren't perfect. But those are often the moments that build character, resilience, and strength.

Watching my daughter play soccer in the pouring rain reminded me of this. We got completely soaked, and her team was losing by more than they could make up. But she finished the game with a smile. They pushed through, had fun, and made memories. It may have been a loss on the scoreboard, but it was a win in so many other ways. ❤️

This is why I work so hard. It's important for me to achieve my family's goals and help my clients build a financial future that gives them peace of mind and the freedom to enjoy the moments that matter most to them.

Protecting your future. Making room for life's best moments.

Address

3000 Bayport Drive Suite 1100
Houston, TX
33607

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