Leslie K. Smith
Chief Planning Officer


Tel: 240.497.5083


As Chief Planning Officer, Leslie has responsibility for the financial and estate planning services of the firm. She has more than 30 years of experience in financial, trust and estate planning.

Prior to joining Chevy Chase Trust, Leslie held the position of Managing Director at Citi Private Bank’s Washington, D.C. office. Before that, she was a Managing Director of U.S. Trust Company responsible for the management of the Washington, D.C. and Tyson’s Corner, Virginia offices. Her responsibilities at both organizations included providing financial and estate planning and fiduciary services to clients. Before moving into the wealth management industry, Leslie spent 19 years at the law firm of Shaw Pittman Potts & Trowbridge (now Pillsbury Winthrop Shaw Pittman), where she headed the Trusts and Estates practice.

Leslie graduated from the University of Georgia, summa cum laude and Phi Beta Kappa, and also obtained her Juris Doctor, cum laude, from the University of Georgia, where she was inducted into the Order of the Coif. She serves on the Advisory Board of the Community Foundation for Montgomery County and is a Director of the H.O. Peet Foundation. Leslie is a member of the D.C. Estate Planning Council and the Estates, Trusts and Probate Law and Tax Sections of the D.C. Bar Association.

Read an interview with Leslie Smith »

Watch a video with Leslie Smith: When Should I Start Taking Social Security Benefits »

Watch a video with Leslie Smith: Financial Planning and College Savings »