Lee Mcgowan, Cfa, Cfp®

Lee Mcgowan, Cfa, Cfp® Email and Phone Number

President & Senior Wealth Advisor at Monument Group @ Monument Group Wealth Advisors, LLC
concord, massachusetts, united states
Lee Mcgowan, Cfa, Cfp®'s Location
Concord, Massachusetts, United States, United States
Lee Mcgowan, Cfa, Cfp®'s Contact Details

Lee Mcgowan, Cfa, Cfp® work email

Lee Mcgowan, Cfa, Cfp® personal email

Lee Mcgowan, Cfa, Cfp® phone numbers

About Lee Mcgowan, Cfa, Cfp®

Lee Mcgowan, Cfa, Cfp® is a President & Senior Wealth Advisor at Monument Group at Monument Group Wealth Advisors, LLC. They possess expertise in finance, investment advisory, investments, mutual funds, asset management and 11 more skills.

Lee Mcgowan, Cfa, Cfp®'s Current Company Details
Monument Group Wealth Advisors, LLC

Monument Group Wealth Advisors, Llc

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President & Senior Wealth Advisor at Monument Group
concord, massachusetts, united states
Employees:
3
Lee Mcgowan, Cfa, Cfp® Work Experience Details
  • Monument Group Wealth Advisors, Llc
    President & Senior Wealth Advisor
    Monument Group Wealth Advisors, Llc Mar 2020 - Present
    View
  • Monument Group Wealth Advisors, Llc
    Managing Director, Partner
    Monument Group Wealth Advisors, Llc Jul 2010 - Mar 2020
    Concord, Ma
    View
  • Tfc Financial Management
    Vice President
    Tfc Financial Management 2004 - Jul 2010
    Boston, Ma
  • About.Com / The New York Times Co.
    Guide To Mutual Funds
    About.Com / The New York Times Co. Apr 2009 - Jun 2010
    View
  • Wachovia Securities, Llc
    Financial Advisor
    Wachovia Securities, Llc 2000 - 2004
    Boston, Ma
    View
  • Painewebber
    Financial Advisor
    Painewebber 1998 - 2000
    Boston, Ma
    View

Lee Mcgowan, Cfa, Cfp® Skills

Finance Investment Advisory Investments Mutual Funds Asset Management Estate Planning Wealth Management Financial Planning Management Portfolio Management Strategic Financial Planning Financial Advisory Asset Allocation Retirement Financial Services Retirement Planning

Lee Mcgowan, Cfa, Cfp® Education Details

Frequently Asked Questions about Lee Mcgowan, Cfa, Cfp®

What company does Lee Mcgowan, Cfa, Cfp® work for?

Lee Mcgowan, Cfa, Cfp® works for Monument Group Wealth Advisors, Llc

What is Lee Mcgowan, Cfa, Cfp®'s role at the current company?

Lee Mcgowan, Cfa, Cfp®'s current role is President & Senior Wealth Advisor at Monument Group.

What is Lee Mcgowan, Cfa, Cfp®'s email address?

Lee Mcgowan, Cfa, Cfp®'s email address is mc****@****hoo.com

What is Lee Mcgowan, Cfa, Cfp®'s direct phone number?

Lee Mcgowan, Cfa, Cfp®'s direct phone number is +161721*****

What schools did Lee Mcgowan, Cfa, Cfp® attend?

Lee Mcgowan, Cfa, Cfp® attended College For Financial Planning, Hanover College.

What skills is Lee Mcgowan, Cfa, Cfp® known for?

Lee Mcgowan, Cfa, Cfp® has skills like Finance, Investment Advisory, Investments, Mutual Funds, Asset Management, Estate Planning, Wealth Management, Financial Planning, Management, Portfolio Management, Strategic Financial Planning, Financial Advisory.

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