C. Lee Location
Dothan, AL, US
C. Lee Work
- 2025 - now Founding Director | Senior Wealth Advisor @ LCG Wealth Management
- 2010 - 2025 Senior Vice President, Resident Manager, Financial Advisor, Certified Financial Planner™ @ Morgan Stanley
- 1999 - 2010 Financial Advisor @ Merrill Lynch
- 1995 - 1999 CPA @ PricewaterhouseCoopers
C. Lee Education
- Auburn University
Bachelor of Science (Accounting)
1990 - 1994
C. Lee Skills
- Marketing
- Microsoft Excel
- Financial Reporting
- Finance
- Wealth Management
- Portfolio Management
- Retirement Planning
- Disposition
- Strategic Financial Planning
- Estate Planning
C. Lee Summary
C. Lee, based in Dothan, AL, US, is currently a Founding Director | Senior Wealth Advisor at LCG Wealth Management. C. Lee brings experience from previous roles at Morgan Stanley, Merrill Lynch and PricewaterhouseCoopers. C. Lee holds a 1990 - 1994 Bachelor of Science in Accounting @ Auburn University. With a robust skill set that includes Marketing, Microsoft Excel, Financial Reporting, Finance, Wealth Management and more. C. Lee has 1 emails and 1 mobile phone numbers on RocketReach.
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