Lee Willis, Iii Email & Phone Number
@wellsfargo.com
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Who is Lee Willis, Iii? Overview
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Lee Willis, Iii is listed as Senior Vice President - Investment Officer, PIM Portfolio Manager, Financial Advisor at The WHM Group of Wells Fargo Advisors, a with 15127 employees, based in Athens, Georgia, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for Lee Willis, Iii.
Lee Willis, Iii previously worked as Senior Vice President, Portfolio Manager, Financial Advisor at Morgan Stanley at Morgan Stanley. Lee Willis, Iii holds Bachelor Of Arts, Business Administration from Furman University.
Email format at The WHM Group of Wells Fargo Advisors
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AeroLeads found 1 current-domain work email signal for Lee Willis, Iii. Compare company email patterns before reaching out.
About Lee Willis, Iii
The WHM Group of Wells Fargo Advisors is a team of experienced Financial Advisors who leverage complementary skill sets to provide clients with a customized, highly disciplined, rules-based approach to wealth management. As PIM Portfolio Manager for The WHM Group, my concentration is to design and manage investment portfolios for clients. Our process is simple, straightforward, disciplined and rules based. This helps to keep our emotions in check. Ultimately our process is grounded in the philosophies of Value and Supply and Demand.When looking for companies to purchase, we believe the market is inefficient and investors’ emotions create opportunities to purchase securities for the long term at prices below their intrinsic value. We look to purchase good companies at fair prices.Because individual’s timeframes are finite, we feel as though risk management and the ability for the portfolio to adapt to the changing market and economic environments is very important. We review and rank the supply and demand relationship of stocks, bonds, commodities and cash from strongest to weakest. We then tactically position portfolios on offense or, more importantly, on defense depending on the rankings. Yes, we do view cash as an asset class and can have a significant portion of the portfolio positioned there if the indicators suggest this. Our team is currently accepting new clients and we appreciate your recommendation of our team to your friends and family. We welcome the opportunity to meet with you to learn about your specific situation and explore whether we can be of benefit to you. 706-559-4144lee.willis@wfadvisors.comwww.thewhmgroup.comThis information is intended for use by residents of AL, AR, CA, CT, DE, FL, GA, IL, LA, MO, MS, NC, NJ, NY, PA, SC, TN, TX, and WA only./*********/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
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Lee Willis, Iii work experience
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Senior Vice President, Portfolio Manager, Financial Advisor At Morgan Stanley
I began my career with Morgan Stanley* and its predecessors in 2002 as an intern and Registered Marketing Associate. I became a Financial Advisor in 2003 and continue in this capacity.
Colleagues at The WHM Group of Wells Fargo Advisors
Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →
John Doe
Colleague at The Whm Group Of Wells Fargo AdvisorsUnited States
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Paula Howard
Colleague at The Whm Group Of Wells Fargo AdvisorsSt Louis, Missouri, United States
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Alexzander Abaunza
Colleague at The Whm Group Of Wells Fargo AdvisorsGreenville-Spartanburg-Anderson, South Carolina Area, United States
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Zhenya Buckridge
Colleague at The Whm Group Of Wells Fargo AdvisorsSavannah, Georgia, United States
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Michael Haupt
Colleague at The Whm Group Of Wells Fargo AdvisorsSt Petersburg, Florida, United States
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Andrew Mcgrath, Cfp®
Colleague at The Whm Group Of Wells Fargo AdvisorsDallas-Fort Worth Metroplex, United States
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Mark Grafton
Colleague at The Whm Group Of Wells Fargo AdvisorsAustin, Texas, United States
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Michael Edelson
Colleague at The Whm Group Of Wells Fargo AdvisorsAtlanta Metropolitan Area, United States
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David Payne
Colleague at The Whm Group Of Wells Fargo AdvisorsSalt Lake City, Utah, United States
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Vincent Graziano
Colleague at The Whm Group Of Wells Fargo AdvisorsUnited States
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Lee Willis, Iii education
Frequently asked questions about Lee Willis, Iii
Quick answers generated from the profile data available on this page.
What company does Lee Willis, Iii work for?
Lee Willis, Iii works for The WHM Group of Wells Fargo Advisors.
What is Lee Willis, Iii's role at The WHM Group of Wells Fargo Advisors?
Lee Willis, Iii is listed as Senior Vice President - Investment Officer, PIM Portfolio Manager, Financial Advisor at The WHM Group of Wells Fargo Advisors.
What is Lee Willis, Iii's email address?
AeroLeads has found 1 work email signal at @wellsfargo.com for Lee Willis, Iii at The WHM Group of Wells Fargo Advisors.
Where is Lee Willis, Iii based?
Lee Willis, Iii is based in Athens, Georgia, United States while working with The WHM Group of Wells Fargo Advisors.
What companies has Lee Willis, Iii worked for?
Lee Willis, Iii has worked for The Whm Group Of Wells Fargo Advisors and Morgan Stanley.
Who are Lee Willis, Iii's colleagues at The WHM Group of Wells Fargo Advisors?
Lee Willis, Iii's colleagues at The WHM Group of Wells Fargo Advisors include John Doe, Paula Howard, Alexzander Abaunza, Zhenya Buckridge, and Michael Haupt.
How can I contact Lee Willis, Iii?
You can use AeroLeads to view verified contact signals for Lee Willis, Iii at The WHM Group of Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
What schools did Lee Willis, Iii attend?
Lee Willis, Iii holds Bachelor Of Arts, Business Administration from Furman University.
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