PROFESSIONAL PROFILE
Managing substantial wealth requires constant care and sophistication. At Merrill Lynch, our practice seeks to create value for clients in the development and monitoring of customized, disciplined investment strategies that meet their expectations and dynamic goals. We constantly work with our clients’ trusted advisors including estate attorneys and accountants to fully integrate the wealth creation and protection strategies that are put in place. We have a deep commitment to delivering an enhanced client experience through ongoing communication and client education. We strive to always uphold the highest standards of professionalism and integrity in maintaining the trust our clients have placed with us. Our practice aims to establish long-term financial and investment relationships based on planning, communication, and trust.
Leslie S. Gunawan, CRPC®, IFA
Leslie Gunawan is an International Financial Advisor with the Downtown Dallas Merrill Lynch office. Using her experience and Merrill Lynch's global resources, Leslie specializes in working with individuals as well as institutions on strategies that integrate the following areas:
retirement planningeducation planningcash and liability managementtax planningphilanthropic givingwealth transferUsing proprietary analysis and research, Leslie is dedicated to the development, implementation, and monitoring of process-driven investment strategies and integrated solutions that help clients take a disciplined approach to their wealth and financial life.
Leslie is a Chartered Retirement Planning Counselor
SM - a designation awarded to advisors who have completed the appropriate coursework and successfully passed an examination related to retirement planning needs and calculations. Leslie is also a Certified Special Needs Advisor (CSNA) which provides an expert focus on planning solutions for any disability that requires lifetime care. Leslie graduated from the University of Texas McCombs School of Business with a concentration in both Finance and French. She currently resides with her husband in Uptown Dallas and is active in many non-profit organizations. She currently serves on the board of the National Association of Women's Business Owners - DFW Chapter and is an active member of the Junior League of Dallas.
Linda TellezLinda Tellez is a client associate with the Downtown Dallas Merrill Lynch office and joined Merrill Lynch in 2000. Prior to joining Merrill Lynch, Linda acquired management experience in her roles in the auto and television industries. Linda is also fluent in Spanish. As a client associate, Linda actively supports the administrative operations of our practice and plays a central role in enhancing the client experience. She consistently strives to satisfy a broad variety of client requests and promote efficiencies. Linda has a deep commitment to providing personalized attention and a dedication to the highest level of service.