David B. Lee
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David B. Lee Email & Phone Number

Financial Advisor at Wells Fargo Advisors at Wells Fargo Advisors
Location: Essex County, Massachusetts, United States 7 work roles 1 school
1 work email found @wellsfargoadvisors.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@wellsfargoadvisors.com
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Current company
Wells Fargo Advisors
Role
Financial Advisor at Wells Fargo Advisors
Location
Essex County, Massachusetts, United States
Company size
15127 employees

Who is David B. Lee? Overview

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Quick answer

David B. Lee is listed as Financial Advisor at Wells Fargo Advisors at Wells Fargo Advisors, a with 15127 employees, based in Essex County, Massachusetts, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com and a matched LinkedIn profile for David B. Lee.

David B. Lee previously worked as Financial Advisor at Wells Fargo Advisors and Financial Advisor at Morgan Stanley. David B. Lee holds Bachelor Of Arts - Ba, Economics & Political Science from University Of California, Berkeley.

Company email context

Email format at Wells Fargo Advisors

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dlee@wellsfargoadvisors.com
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AeroLeads found 1 current-domain work email signal for David B. Lee. Compare company email patterns before reaching out.

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Profile bio

About David B. Lee

40 Beach Street Suite 202P: 978-525-5567 http://www.thebcgroup.wfadv.com/ Opinions and comments expressed by LinkedIn members are those of the person submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use only by residents of MA, AZ, CA, CO, CT, DC, FL GA, IL, KY MD, ME, NC, NH, NJ, NM, NY, PA, RI, SC, VA, WA, WICA Insurance Producer License # 0I71927 Resident State MA.

Listed skills include Microsoft Office and Research.

Current workplace

David B. Lee's current company

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Wells Fargo Advisors
Wells Fargo Advisors
Financial Advisor at Wells Fargo Advisors
st. louis, missouri, united states
Website
wellsfargoadvisors.com
Employees
15127
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Company profile
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7 roles · 35 years

David B. Lee work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Wells Fargo Advisors

New England

David has 32 years of global investment experience and focuses on serving the asset allocation and equity investment needs of the B.C. Group of Wells Fargo Advisors' client base. David's diverse background in international investing enables him to apply institutional level money management skills to individual portfolios. Using a tactical investment approach, Mr. Lee seeks to increase the probabilities that clients meet their financial goals.Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC

Mar 2013 - Present

General Partner & Portfolio Manager

Owner

Managed long short equity hedge fund

2000 - 2009 ~9 yrs

Private Client Salesman

Owner

Equity Sales to high net worth clients

1998 - 2000 ~2 yrs

Equity Sales

Lehman Brothers

Institutional equity sales specializing in energy markets

1995 - 1998 ~3 yrs

Equity Analyst

A European equity analyst for a hedge fund

1994 - 1995 ~1 yr

Global Equity Portfolio Manager

Siemens Pension Fund
1992 - 1994 ~2 yrs
Team & coworkers

Colleagues at Wells Fargo Advisors

Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →

JO Jennifer Owen, Mba Jennifer Owen, Mba Colleague at Wells Fargo AdvisorsUnited States View → KB Kara Bellovich Kara Bellovich Colleague at Wells Fargo AdvisorsSt Louis, Missouri, United States View → JM Joseph Michalski, Cfp® Joseph Michalski, Cfp® Colleague at Wells Fargo AdvisorsConcord, North Carolina, United States View → SC Steve Carr Steve Carr Colleague at Wells Fargo AdvisorsSt Louis, Missouri, United States View → KB Kurt Brown, Cfp® Kurt Brown, Cfp® Colleague at Wells Fargo AdvisorsDallas-Fort Worth Metroplex, United States View → AM Anojah Moore Anojah Moore Colleague at Wells Fargo AdvisorsEast St Louis, Illinois, United States View → PE Philip Edwin Huffman Philip Edwin Huffman Colleague at Wells Fargo AdvisorsGreater Biloxi Area, United States View → CD Chryssanthe Detroyer Chryssanthe Detroyer Colleague at Wells Fargo AdvisorsNew York City Metropolitan Area, United States View → DE David Eastman David Eastman Colleague at Wells Fargo AdvisorsSioux Falls, South Dakota, United States View → M" Munther Munther "Mike" Abdallah Colleague at Wells Fargo AdvisorsGreater Chicago Area, United States View →
1 education record

David B. Lee education

FAQ

Frequently asked questions about David B. Lee

Quick answers generated from the profile data available on this page.

What company does David B. Lee work for?

David B. Lee works for Wells Fargo Advisors.

What is David B. Lee's role at Wells Fargo Advisors?

David B. Lee is listed as Financial Advisor at Wells Fargo Advisors at Wells Fargo Advisors.

What is David B. Lee's email address?

AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for David B. Lee at Wells Fargo Advisors.

Where is David B. Lee based?

David B. Lee is based in Essex County, Massachusetts, United States while working with Wells Fargo Advisors.

What companies has David B. Lee worked for?

David B. Lee has worked for Wells Fargo Advisors, Morgan Stanley, Owner, Lehman Brothers, and Siemens Pension Fund.

Who are David B. Lee's colleagues at Wells Fargo Advisors?

David B. Lee's colleagues at Wells Fargo Advisors include Jennifer Owen, Mba, Kara Bellovich, Joseph Michalski, Cfp®, Steve Carr, and Kurt Brown, Cfp®.

How can I contact David B. Lee?

You can use AeroLeads to view verified contact signals for David B. Lee at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.

What schools did David B. Lee attend?

David B. Lee holds Bachelor Of Arts - Ba, Economics & Political Science from University Of California, Berkeley.

What skills is David B. Lee known for?

David B. Lee is listed with skills including Microsoft Office and Research.

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