Lee is a Corporate Retirement Director and Financial Advisor with Morgan Stanley and has focused on 401(k) plans for over 16 years. His experience as a former IRS Enrolled Retirement Plan Agent and Third Party Administrator (TPA), along with the 17 professional designations he’s earned, is very uncommon among financial advisors. Lee’s extensive knowledge in plan design and compliance allows him to advise plan sponsors on overall plan management and fiduciary best practices rather than focusing solely on investments. This has helped Lee to stand out in the industry and be recognized nationally as one of the top 401(k) advisors in the country. He was most recently named a PLANADVISER Top Retirement Plan Adviser from 2022-2024 and included on the Financial Times prestigious list of “401 Top Retirement Advisors of 2020.” Lee was also recognized by the National Association of Plan Advisors (NAPA) as one of the “Top Retirement Plan Advisors Under 40” in both 2019 and 2020 and his team as a “NAPA Top DC Advisor Team” in 2019-2022, 2024.Lee received degrees in business and finance from Enterprise State Junior College and Troy University. He also received a Master’s in Financial Planning from the University of Alabama where he was a member of the Phi Kappa Phi National Honor Society and graduated with a perfect 4.0 GPA. Lee maintains more than a dozen designations and is currently a Certified Investment Management Analyst (CIMA®), Certified 401(k) Professional (C(k)P®), Qualified Plan Financial Consultant (QPFC), Chartered Retirement Plans Specialist (CRPS) and Chartered Retirement Planning Counselor (CRPC).2020 - Financial Times 401 Top Retirement AdvisorsSource: ft.com. Data compiled by the Financial Times based the following time periods:Advisor to choose appropriate years/periods from list below:Awarded 2020; data 12/31/16 - 12/31/192019 & 2020 - NAPA's Top Retirement Plan Advisors Under 40 (Aces)Source: Source: napa-net.org (Awarded 2019 & 2020) Data compiled by NAPA from Aug of the year prior to the award – Aug of the year the award was given. 2022 - 2024 PLANADVISER Retirement Plan Adviser of the Year Source: planadviser.com (Awarded 2022-2024) Data compiled by ISS Media during the period from 1/1 – 12/31 of the year preceding the award. 2019-2022, 2024 - NAPA's Top DC Advisor TeamsSource: Source: napa-net.org (Awarded 2019-2022, 2024) Data compiled by NAPA based on self-reported assets under advisement as of Dec 31 of the year prior to year the award was given.https://www.morganstanley.com/disclosures/awards-disclosure.html
Listed skills include Pensions, Fixed Annuities, Insurance, Crps, and 18 others.
