Jeff LeClair and Hanane Lemlih's consulting practice is committed to providing investment advice that helps enable investors to make timely, well informed and educated decisions. Jeff and Hanane's practice includes tax-exempt organizations, ERISA retirement plans, financial institutions, and high net worth families. No matter the type of client, our approach is designed to help provide the best unbiased advice that is independent, objective and specifically tailored to each client’s unique needs.
Jeff is a Managing Director- Investments and a Senior Institutional Consultant. He has been named a Premier Advisor since 2000, 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, including length of service, may also be used to determine recipients. His seven-person team brings years of industry and market experience in helping clients achieve their investment and spending goals with confidence. Working with 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 sound methodology and process.
Jeff has received several National Awards. From 2009-2020, he was recognized as one of Barron’s Top 1000 Financial Advisors.* From 2013-2020, he was recognized by Financial Times as a Top 400 Financial Adviser** and in 2018-2020 he was recognized by Forbes as a Best-In-State Wealth Advisor***. Jeff was recognized in 2009 and 2012 as a Registered Rep Top 100 Wirehouse Advisor****. He also has an award from the Washington Business Journal-National Association of Board Certified Advisory Practices (NABCAP)***** for 2012-2014. 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 skiing, snowboarding, hiking, rock climbing, mountaineering and climbing North America's 14,000 peaks. He is actively involved in various charitable organizations and coaches youth baseball and basketball in his community. He is a foodie and wine enthusiast.
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*Barron'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 2015-2019 lists have more recently been called Barron’s Top 1,200 Advisors State by State.
**The Financial Times 400 Financial Advisers rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, online accessibility and compliance record. Investment performance and financial advisor production are not explicit components.
***The 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.
****Registered Rep’s-The list of ‘Top 100 Wirehouse Advisors in America’ was created by Discovery Database, an online database of financial service intermediaries by the Financial Information Group of Shrewsbury, N.J. Discovery has created a proprietary methodology for ranking FINRA registered representatives. In this list, the advisors were ranked by assets under management using the Discovery-RR data base system. In addition, the names on the list were vetted with each firm to double check accuracy.
*****The National Association of Board Certified Advisory Practices (NABCAP) is a nonprofit organization created to establish mutually understood standards and practices among both investors and advisory practices. Their multi-step verification process utilizes independent resources to objectively account for the accuracy and consistency of advisory practices. Comprehensively evaluating and validating 20 categories within a financial advisory practice distinguishes their process. Participating practices may be published and will be compared versus their peers locally, regionally and nationally.