Lesa Lea Crosser

Ms. Lesa L.
Crosser is a Senior Financial Advisor at WMS Partners LLC.
Her expertise includes investment management, wealth planning and life goal planning.
She also serves on the firm’s Investment Committee.
She is fluent in investment management and portfolio design.
She also works with clients to develop holistic, personalized financial plans that continue to evolve over working years into and through retirement.
She has worked in the financial services industry for over 20 years.
A Baltimorean most of her life, she is active in several local volunteer organizations.
She is a member of the Board of Trustees for Caroline Center, and is the Chair of their Investment Committee.
Prior to joining WMS Partners, Ms. Crosser was a Financial Advisor with RBC Wealth Management, working with high net worth individuals and families.
She also practiced wealth management and financial consulting at Smith Barney and Legg Mason, working with affluent clients and institutional investors.
She is an Accredited Wealth Management Advisor and her concentration is multi-disciplined, the scope of which includes wealth management, investment policy and strategy, portfolio management, and comprehensive financial planning.