Greg Lee Email & Phone Number

For over 24 years, Gregory J. Lee has helped affluent investors, companies, and municipalities navigate and manage the dynamic, complex, and ever-changing wealth management world.As a Managing Director– Investment Officer Greg recognizes the tremendous work each client has put in to accumulate their wealth, and he understands the responsibilities entrusted to him when managing their particular situations. He analyzes the client’s overall wealth picture and coordinates with his team to develop a comprehensive investment plan and strategy.Greg believes in the importance of proper long-term planning, advisory-based investing, and strategic focus. With a particular focus on insurance and liability planning/management, he finds it extremely important to coordinate closely with the client’s estate planning attorney and CPA to help ensure continuity across the board.Licenses Greg has his FINRA Series 7, 63, and Investment Advisory Representative Series 65 registrations, Series 31 Futures Managed Funds registration, as well as Life, Health and Disability insurance licenses.Greg has been named a Platinum Council recipient in 2014, 2015, 2019, 2020, and 2021 at Wells Fargo Advisors.* *The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. Additional consideration may have included best practices and team structure.This information is intended for use by residents of AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OR, PA, RI, SC, TX, VA, VT, and WA only.CA Insurance License Number: 0E67652. Resident state MA./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Investments, Retirement Planning, Asset Allocation, Mutual Funds, and 1 others.

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  Finance