Adminstrative Office Assistant to Bradley Stewart
About LeAnne Payne
LeAnne Payne serves as the administrative assistant to Bradley Stewart at The DFS Financial Group. She resides in Fairfield, Iowa, and works remotely with Bradley Stewart while being based at Cambridge Investment Research, Inc.'s home office.
With over five years of experience at Cambridge Investment Research, Inc., LeAnne joined Bradley's administrative team in February 2025. She is a highly respected administrative assistant, recognized for her proficiency in supporting both advisors and clients.
LeAnne’s extensive knowledge of The DFS Financial Group and Cambridge Investment Research, Inc. enables her to provide exceptional support across a wide range of administrative and client-focused tasks. Her responsibilities include:
- Scheduling client meetings and ensuring effective communication between clients and advisors
- Assisting clients with new account openings, account maintenance, and transfers
- Managing client inquiries and providing timely, accurate responses
- Coordinating and preparing necessary paperwork for retirement and investment plans
- Supporting clients with financial planning software and tools, including The DFS Financial Group’s planning portal
- Assisting with portfolio management, monitoring, and tracking client investments
- Ensuring regulatory compliance by maintaining accurate records and staying current with industry regulations
- Assisting in the preparation of performance reports and investment reviews
- Maintaining organized and updated client files and documentation
- Providing support for business development efforts, including client outreach and marketing initiatives
Outside of work, LeAnne enjoys golfing, spending time at the lake, playing cards, and cherishing time with her family. She enjoys quality time with her husband, John, her son, two stepdaughters, and three grandchildren.
Contact:
Email: LeAnne.Payne@cir2.com
Direct: (641) 470-1143
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