About Perla
Perla brings more than a decade of experience in wealth management and financial services to her role at LynnLeigh & Company. She works closely with Kelly to support clients day-to-day — account needs, questions, and the details that keep your financial picture running smoothly between planning conversations.
Perla's background is built around getting the details right. She's spent her career on the operational side of client service: managing account openings, transfers, and compliance documentation, coordinating with custodians, and making sure nothing falls through the cracks for the advisors and clients she supports.
Perla believes good client service is about noticing what someone needs before they have to ask. She brings that same attentiveness to every client relationship at LynnLeigh — reliable, detail-oriented, and genuinely invested in making things easier for the people she works with.
Professional Experience & Credentials
Perla has spent more than 10 years in wealth management and financial services, most recently as a Senior Operations Specialist supporting advisors with account management, client onboarding, and reporting across major custodians including Fidelity, Schwab, and Pershing. Her background also includes roles at Mercer Advisors, Tompkins Financial Corporation, and Northwestern Mutual.
On the Personal Side
Outside the office, Perla's world revolves around her family. She comes from a large, close-knit clan, and she's rarely without her kids, Lucas and Samara, nearby — walks, swimming, and getting the whole house ready for the next family celebration are regular occurrences. Perla is the one who loves planning and decorating for parties, so if there's a gathering coming up, she's usually already got ideas. When she gets a quiet moment to herself, she's almost always got her nose in a book.
Contact Perla
(O) 585-623-5981
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