Private Wealth Advisor
Meridian Private Wealth
AeroLeads people directory · profile
Kenneth Lee, Aif®, Aams® Email & Phone Number
Private Wealth Advisor
at
Meridian Private Wealth
1 work email found
@raymondjames.com
1 phone found area 310
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Private Wealth Advisor
Location
Greater Milwaukee, United States
Who is Kenneth Lee, Aif®, Aams®? Overview
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Quick answer
Kenneth Lee, Aif®, Aams® is listed as Private Wealth Advisor at Meridian Private Wealth, based in Greater Milwaukee, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 310, and a matched LinkedIn profile for Kenneth Lee, Aif®, Aams®.
Kenneth Lee, Aif®, Aams® previously worked as Financial Advisor at Raymond James & Associates and President at Kkl Properties. Kenneth Lee, Aif®, Aams® holds Sociology from University Of Wisconsin-Milwaukee.
Company email context
Email format at Meridian Private Wealth
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*@raymondjames.com
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AeroLeads found 1 current-domain work email signal for Kenneth Lee, Aif®, Aams®. Compare company email patterns before reaching out.
Profile bio
About Kenneth Lee, Aif®, Aams®
As a Raymond James Financial Advisor, I am committed to helping clients define their goals and achieve financial confidence. I believe in delivering personalized service, leveraging trusted tools and resources, and developing solutions to help clients and their families build a solid financial foundation. Don't fear the unexpected, plan for it with time tested strategies and live life on your terms. With a time-tested process, I also have the personal experience and expertise needed to understand the unique (and sometimes complicated) financial planning needs of business owners. I will work with you to develop a strategy to help preserve the wealth you've built and achieve the financial future you and your family deserve.
Listed skills include Team Building, Strategic Planning, Leadership, Customer Service, and 3 others.
Current workplace
Kenneth Lee, Aif®, Aams®'s current company
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5 roles
Kenneth Lee, Aif®, Aams® work experience
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Role listed
Financial Advisor
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC
President
Kkl Properties
Residential & commercial real estate development company. Manage portfolio of commercial and residential properties, identify investment opportunities, and remain knowledgeable on all market and financial conditions.
Mar 2011 - Sep 2018
President
Mama Lees Restaurant Group
Oversee day to day operations, including customer satisfaction, inventory control, finances, expenses, sales, and marketing. Ensure a high level of client service and repeat business by developing and cultivating strong customer relationships.
Apr 2007 - Sep 2018
1 education record
Kenneth Lee, Aif®, Aams® education
-
University Of Wisconsin-Milwaukee
FAQ
Frequently asked questions about Kenneth Lee, Aif®, Aams®
Quick answers generated from the profile data available on this page.
What company does Kenneth Lee, Aif®, Aams® work for?
Kenneth Lee, Aif®, Aams® works for Meridian Private Wealth.
What is Kenneth Lee, Aif®, Aams®'s role at Meridian Private Wealth?
Kenneth Lee, Aif®, Aams® is listed as Private Wealth Advisor at Meridian Private Wealth.
What is Kenneth Lee, Aif®, Aams®'s email address?
AeroLeads has found 1 work email signal at @raymondjames.com for Kenneth Lee, Aif®, Aams® at Meridian Private Wealth.
What is Kenneth Lee, Aif®, Aams®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 310 for Kenneth Lee, Aif®, Aams® at Meridian Private Wealth.
Where is Kenneth Lee, Aif®, Aams® based?
Kenneth Lee, Aif®, Aams® is based in Greater Milwaukee, United States while working with Meridian Private Wealth.
What companies has Kenneth Lee, Aif®, Aams® worked for?
Kenneth Lee, Aif®, Aams® has worked for Meridian Private Wealth, Raymond James & Associates, Kkl Properties, and Mama Lees Restaurant Group.
How can I contact Kenneth Lee, Aif®, Aams®?
You can use AeroLeads to view verified contact signals for Kenneth Lee, Aif®, Aams® at Meridian Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Kenneth Lee, Aif®, Aams® attend?
Kenneth Lee, Aif®, Aams® holds Sociology from University Of Wisconsin-Milwaukee.
What skills is Kenneth Lee, Aif®, Aams® known for?
Kenneth Lee, Aif®, Aams® is listed with skills including Team Building, Strategic Planning, Leadership, Customer Service, Entrepreneurship, Investments, and New Business Development.
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