Wilson Lee Email & Phone Number

With over a decade of experience in the financial planning industry, I have cultivated a diverse career spanning roles as a Bancassurance Specialist, Tied Insurance Agent, and Financial Advisor. Currently, I serve as a Senior Financial Services Director at Infinity Financial Advisory Pte Ltd.Throughout my career, I've led teams and achieved the MDRT since 2018. I currently manage a team of 15 advisors, including mid-career professionals, insurance agents, and bankers. My core belief is that true success in this field comes from delivering clarity on personal and financial goals.To date, I have assisted over 300 families with their financial planning needs, primarily through referrals and recommendations.If you’re a Financial Consultant striving to achieve MDRT or seeking a proven system to consistently reach MDRT, I am here to help. I’m eager to share the strategies and financial planning philosophy that have empowered our network of 200+ advisors.

Listed skills include Personal Insurance And Investment Advisory, Corporate Insurance Advisory, and Financial Services.

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  Singapore University Of Social Sciences (Suss)

  Visual Communication And Business