Wayne Lee

Wayne Lee Email and Phone Number

Financial Advisor and CERTIFIED FINANCIAL PLANNER™ at Morgan Stanley @
Wayne Lee's Location
New York City Metropolitan Area, United States
Wayne Lee's Contact Details

Wayne Lee personal email

n/a
About Wayne Lee

Wayne joined Morgan Stanley after 12 years with Merrill Lynch and 10 years with UBS Financial Services. He has extensive experience with retirement and wealth management planning strategies. He uses his knowledge to help high-net-worth clients pursue their goals and objectives. He is exceptionally service-oriented, striving to stay in close contact with each client. He believes that his proactive approach helps him anticipate client financial needs and be better prepared to balance risk and reward based on each client's individual needs. Wayne is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He earned a B.A. in Economics from New York University.Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Wayne Lee's Current Company Details
Morgan Stanley

Morgan Stanley

Financial Advisor and CERTIFIED FINANCIAL PLANNER™ at Morgan Stanley
Wayne Lee Work Experience Details
  • Morgan Stanley
    Financial Advisor And Certified Financial Planner™
    Morgan Stanley Oct 2021 - Present
    Garden City, New York, United States
    NMLS#: 579929© 2022 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlFor more information on the designation(s), go to https://advisor.morganstanley.com/wayne.lee

Wayne Lee Education Details

  • New York University
    New York University
    Bachelor'S Degree

Frequently Asked Questions about Wayne Lee

What company does Wayne Lee work for?

Wayne Lee works for Morgan Stanley

What is Wayne Lee's role at the current company?

Wayne Lee's current role is Financial Advisor and CERTIFIED FINANCIAL PLANNER™ at Morgan Stanley.

What is Wayne Lee's email address?

Wayne Lee's email address is wayne_lee@ml.com

What is Wayne Lee's direct phone number?

Wayne Lee's direct phone number is +121223*****

What schools did Wayne Lee attend?

Wayne Lee attended New York University.

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