Andrew Lees Email & Phone Number
Senior Financial Advisor, Managing Director - Investments @ Wells Fargo Advisors
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Andrew Lees Location
- Nashville, TN, US
Andrew Lees Work
- 2010 -now Senior Financial Advisor, Managing Director - Investments @
- 1988 -2010 Financial Advisor @ US Bancorp Investments
- 1983 -1988 Financial Advisor @ Thomson McKinnon Securities
Andrew Lees Education
- Auburn University
Bachelor of Science (BS) (Industrial Management)
1975-1980
Andrew Lees Skills
- Wealth Planning Strategies
- Retirement Planning
- Financial Analysis
- Investment Analysis
- Investments
- Insurance
- Regular Informative Client Contact
- Wealth Preservation Planning
- Financial Planning
- Portfolio Management
- Finance
- Regular Informative
- Financial Services
- Financial Guidance
- Wealth Management
- Microsoft Excel
- Marketing
- Credit
- Management
- Services
- Loans
- Series 7
Andrew Lees Summary
- Andrew Lees, based in Nashville, TN, US, is currently a Senior Financial Advisor, Managing Director - Investments at Wells Fargo Advisors. Andrew Lees brings experience from previous roles at US Bancorp Investments and Thomson McKinnon Securities. Andrew Lees holds a 1975 - 1980 Bachelor of Science (BS) in Industrial Management @ Auburn University. With a robust skill set that includes Wealth Planning Strategies, Retirement Planning, Financial Analysis, Investment Analysis, Investments and more. Andrew Lees has 3 emails on RocketReach.
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