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David Lee Email & Phone Number
Director of Equity Services at SA Stone Wealth Management Inc.
at
SA Stone Wealth Management Inc.
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Director of Equity Services at SA Stone Wealth Management Inc.
Location
Atlanta, Georgia, United States
Company size
Who is David Lee? Overview
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Quick answer
David Lee is listed as Director of Equity Services at SA Stone Wealth Management Inc. at SA Stone Wealth Management Inc., a with 59 employees, based in Atlanta, Georgia, United States. AeroLeads shows a matched LinkedIn profile for David Lee.
David Lee previously worked as Director of Equity Services at Sa Stone Wealth Management Inc.. David Lee holds Bachelor Of Science - Bs, Finance And Financial Management Services from Virginia Tech - Pamplin College Of Business.
Company email context
Email format at SA Stone Wealth Management Inc.
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SA Stone Wealth Management Inc.
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Profile bio
About David Lee
David Lee is a Director of Equity Services at SA Stone Wealth Management Inc. at SA Stone Wealth Management Inc..
Current workplace
David Lee's current company
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Sa Stone Wealth Management Inc.
1 role
David Lee work experience
A career timeline built from the work history available for this profile.
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Director Of Equity Services
Team & coworkers
Colleagues at SA Stone Wealth Management Inc.
Other employees you can reach at saswealth.com. View company contacts for 59 employees →
JH
Jeff Helgeson
Colleague at Sa Stone Wealth Management Inc.Lynchburg, Virginia, United States
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ES
E Scott Boze Iv
Colleague at Sa Stone Wealth Management Inc.Richmond, Virginia, United States
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TG
Terrell Graves
Colleague at Sa Stone Wealth Management Inc.Birmingham, Alabama, United States
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MA
Michael Ames, Cfp®
Colleague at Sa Stone Wealth Management Inc.Charlotte Metro, United States
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CL
Chris Licata
Colleague at Sa Stone Wealth Management Inc.Seminole, Florida, United States
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DM
Deborah Mitchell
Colleague at Sa Stone Wealth Management Inc.Southfield, Michigan, United States
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JS
Jeffrey Street, Cfp
Colleague at Sa Stone Wealth Management Inc.North Andover, Massachusetts, United States
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RE
Russell Ellis
Colleague at Sa Stone Wealth Management Inc.Birmingham, Alabama, United States
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BB
Bradley Brown, Cfa, Cfp®
Colleague at Sa Stone Wealth Management Inc.Richmond, Virginia, United States
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SO
Stephen O'Neill
Colleague at Sa Stone Wealth Management Inc.Birmingham, Alabama, United States
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Jeff Helgeson
Colleague at Sa Stone Wealth Management Inc.Lynchburg, Virginia, United States
View →
ES
E Scott Boze Iv
Colleague at Sa Stone Wealth Management Inc.Richmond, Virginia, United States
View →
TG
Terrell Graves
Colleague at Sa Stone Wealth Management Inc.Birmingham, Alabama, United States
View →
MA
Michael Ames, Cfp®
Colleague at Sa Stone Wealth Management Inc.Charlotte Metro, United States
View →
CL
Chris Licata
Colleague at Sa Stone Wealth Management Inc.Seminole, Florida, United States
View →
DM
Deborah Mitchell
Colleague at Sa Stone Wealth Management Inc.Southfield, Michigan, United States
View →
JS
Jeffrey Street, Cfp
Colleague at Sa Stone Wealth Management Inc.North Andover, Massachusetts, United States
View →
RE
Russell Ellis
Colleague at Sa Stone Wealth Management Inc.Birmingham, Alabama, United States
View →
BB
Bradley Brown, Cfa, Cfp®
Colleague at Sa Stone Wealth Management Inc.Richmond, Virginia, United States
View →
SO
Stephen O'Neill
Colleague at Sa Stone Wealth Management Inc.Birmingham, Alabama, United States
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1 education record
David Lee education
FAQ
Frequently asked questions about David Lee
Quick answers generated from the profile data available on this page.
What company does David Lee work for?
David Lee works for SA Stone Wealth Management Inc..
What is David Lee's role at SA Stone Wealth Management Inc.?
David Lee is listed as Director of Equity Services at SA Stone Wealth Management Inc. at SA Stone Wealth Management Inc..
Where is David Lee based?
David Lee is based in Atlanta, Georgia, United States while working with SA Stone Wealth Management Inc..
What companies has David Lee worked for?
David Lee has worked for Sa Stone Wealth Management Inc..
Who are David Lee's colleagues at SA Stone Wealth Management Inc.?
David Lee's colleagues at SA Stone Wealth Management Inc. include Jeff Helgeson, E Scott Boze Iv, Terrell Graves, Michael Ames, Cfp®, and Chris Licata.
How can I contact David Lee?
You can use AeroLeads to view verified contact signals for David Lee at SA Stone Wealth Management Inc., including work email, phone, and LinkedIn data when available.
What schools did David Lee attend?
David Lee holds Bachelor Of Science - Bs, Finance And Financial Management Services from Virginia Tech - Pamplin College Of Business.
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