Gavin Lee Email & Phone Number

For almost three decades, Gavin has used his passion for finance to make a positive impact, helping wealthy families strive toward their objective of multigenerational financial well-being.Gavin began his career as a financial advisor with Merrill Lynch in Los Angeles in 1996 and later joined Wachovia Securities, a predecessor of Wells Fargo Advisors, in 2004. In 2019, he proudly joined Raymond James.For the past 20 years, Gavin was a partner for a high-net-worth advisory team with over $250 million in assets under management, assisting clients with custom investment portfolio management, tax-efficient income and capital appreciation.Gavin understands that wealth can bring challenges and unforeseen responsibilities, and some of us are more inclined or interested in the process of our financial journey than others. Most would agree everyone should dedicate the appropriate time and required input wealth demands, but simply may not have the confidence or the free time to master it. As a client, we believe you can benefit from our organized approach to wealth management and enjoy the convenience and clarity of consolidating your financial life. Contact me if you'd like me to help you develop strategies for pursuing your financial goals.California Insurance License # 0A96899Opinions and comments expressed by LinkedIn Members are those ofthe persons submitting them and do not necessarily represent the views of the creator of this profileor their firm.

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