Client Service Manager
Lillian LeBlanc
Lillian LeBlanc is a client service manager at Montis Financial. She works directly with clients to manage and execute service activities, including coordinating transfers and account-specific needs tailored to individual requirements.
Lillian began her career in 1980 at New England Life Insurance Company, where she specialized in life insurance policy renewals. She later joined Fidelity Investments, serving in roles such as senior operations administrator and team leader for over 21 years. Lillian joined Delessert Financial Services in 2008 and transitioned to Montis Financial in 2012.
Outside of the office, Lillian enjoys spending time with her family, cooking, baking, watching movies, and indulging in retail therapy.
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