Jeff LeClair
Private Wealth Financial Advisor
Managing Director - Investments
Jeff LeClair and Hanane Lemlih's consulting practice is committed to providing investment advice that helps investors make timely, well informed, and educated decisions. Our practice focuses on high net worth individuals, families, foundations and institutions with a wide range of complex wealth management needs. This includes investment planning, legacy and estate planning strategies, philanthropy, business transition and more. We provide our clients with a suite of family office services in a boutique environment within a large financial institution. Our team also provides extensive financial advisory services for tax-exempt organizations and ERISA retirement plans. No matter the type of client, our approach is to provide the best unbiased advice that is independent, objective, and specifically tailored to each client’s unique needs.
Jeff is a Private Wealth Financial Advisor, Managing Director- Investments and has also earned the Senior Institutional Consultant designation. He has also been named to the Platinum Council (previously known as Premier Advisor) from the year 2000 through 2023, a distinction that is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, best practices and team structure may also be used to determine recipients. His six person team brings years of industry and market experience in helping clients achieve their investment and spending goals with confidence. Working within one of the nation’s largest investment firms, his practice uses state-of-the art technology to help clients clearly define their vision, goals, values, and priorities, in order to create customized recommendations based on a sound methodology and process.
Jeff has received several national awards. From 2009-2021, he was recognized as one of Barron’s Top 1000 Financial Advisors.1 From 2018-2023 he was recognized by Forbes as a Best-In-State Wealth Advisor2 and Forbes Best-In-State Wealth Management Teams in 2023.3 Jeff believes his inclusion on these prestigious lists is a clear reflection of the outstanding commitment and personal attention he brings to every client he serves.
In his spare time Jeff enjoys most outdoor activities to include time at the lake in N.H., skiing, snowboarding, hiking, rock climbing, mountaineering and climbing North America's 14,000 peaks. Jeff also enjoys traveling and sharing new experiences with his wife and two children. He is actively involved in various charitable organizations and coaches youth baseball and basketball in his community. He is a foodie and wine enthusiast
CA Insurance License #0F30394. Resident State VA.
Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.
1Barron's Magazine - Barron's Top 1,000 Advisors, 2009-2014: The rankings are based on date provided by over 4,000 advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component. The 2015-2020 lists have more recently been called Barron’s Top 1,200 Advisors State by State.
2The Forbes ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
3The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research,LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Jeff is a Private Wealth Financial Advisor, Managing Director- Investments and has also earned the Senior Institutional Consultant designation. He has also been named to the Platinum Council (previously known as Premier Advisor) from the year 2000 through 2023, a distinction that is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, best practices and team structure may also be used to determine recipients. His six person team brings years of industry and market experience in helping clients achieve their investment and spending goals with confidence. Working within one of the nation’s largest investment firms, his practice uses state-of-the art technology to help clients clearly define their vision, goals, values, and priorities, in order to create customized recommendations based on a sound methodology and process.
Jeff has received several national awards. From 2009-2021, he was recognized as one of Barron’s Top 1000 Financial Advisors.1 From 2018-2023 he was recognized by Forbes as a Best-In-State Wealth Advisor2 and Forbes Best-In-State Wealth Management Teams in 2023.3 Jeff believes his inclusion on these prestigious lists is a clear reflection of the outstanding commitment and personal attention he brings to every client he serves.
In his spare time Jeff enjoys most outdoor activities to include time at the lake in N.H., skiing, snowboarding, hiking, rock climbing, mountaineering and climbing North America's 14,000 peaks. Jeff also enjoys traveling and sharing new experiences with his wife and two children. He is actively involved in various charitable organizations and coaches youth baseball and basketball in his community. He is a foodie and wine enthusiast
CA Insurance License #0F30394. Resident State VA.
Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.
1Barron's Magazine - Barron's Top 1,000 Advisors, 2009-2014: The rankings are based on date provided by over 4,000 advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component. The 2015-2020 lists have more recently been called Barron’s Top 1,200 Advisors State by State.
2The Forbes ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
3The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research,LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.