Emily Lee's Location
Abingdon, VA, US
Emily Lee's Work
- Wealth Advisor @ Concord Wealth Partners
- Wealth Management Advisor @ Carson Wealth
- Financial Advisor @ Merrill Lynch
Emily Lee's Education
- Yale School of Management2020
- Emory and Henry College
Bachelor of Science (Business Administration, Management, Business, Chemistry)
2005 - 2009
Emily Lee's Skills
- Strategic Planning
- Series 7
- Wealth Management Services
- Investments
- Wealth Management
- Microsoft Office
- Budgets
- PowerPoint
- Finance
- Tennis
Emily Lee's Summary
Emily Lee, based in Abingdon, VA, US, is currently a Wealth Advisor at Lopez Wealth Management Group, bringing experience from previous roles at Carson Wealth Management Group and Merrill Lynch. Emily Lee holds a Yale School of Management. With a robust skill set that includes Strategic Planning, Series 7, Wealth Management Services, Investments, Wealth Management and more, Emily Lee contributes valuable insights to the industry. Emily Lee has 1 email on RocketReach.
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