Pallavi Gaikwad

I support Leo by managing the day-to-day operational and administrative details that keep our practice running smoothly. This allows him to stay focused on what matters most: listening closely, understanding your goals, and being available when guidance is needed.

With more than 12 years of experience in the financial services industry, I provide accurate, timely, and detail-oriented support. I assist with service requests, account transfers, scheduling, document preparation, and other administrative processes that help ensure your experience is organized and efficient. My priority is to offer responsive, personalized service while maintaining the highest standards of professionalism and care.
 

Outside the office, I enjoy spending time with my family, taking walks, and staying involved in community volunteer work.

_{*Not registered with LPL Financial}