About Lee
After receiving a Bachelor of Arts Degree in English from Worcester State University, Lee spent a few years gaining valuable experience within the financial industry. In addition to this, he also gained sales experience while working for a large credit union and several mortgage companies for 17 years before obtaining his securities and insurance licenses and joining Waddell & Reed as a Financial Advisor in 2012. Lee joined former broker/dealer Centaurus Financial in May of 2017.
Over the next twenty years, it is estimated that 20 trillion dollars will transition to the next generation in the United Sates. Many of these individuals want to minimize their potential tax liability by deferring capital gains and probate avoidance tax situations. According to Pew Research Center, roughly 10,000 baby boomers will turn 65 today, and about 10,000 more will cross that threshold every day for the next 15 years.
Lee has already won three sales production awards issued by Waddell & Reed, the Superstarter Bronze and Gold in 2012 and Pacesetter in 2013. Lee is proud of these achievements and the work he does as a Financial Advisor; helping his clients develop investment and financial plans as they pursue their financial goals.