Fran Lee Email & Phone Number
Wealth Advisor @ RWA Wealth Partners
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Fran Lee Location
- Boston, MA, US
Fran Lee Work
- Wealth Advisor @ (October 2023 - Present)
- Senior Relationship Manager @ (March 2021 - October 2023)
- Regional Director-Business Development @ (August 2017 - March 2021)
- Vice President, Sales, Fidelity Clearing and Custody @ (January 2007 - January 2016)
- Sr. Relationship Officer, Portfolio Advisory Services @ (January 1998 - January 2007)
- Sr. Representative @ (January 1995 - January 1998)
Fran Lee Education
- St. John's High School-Shrewsbury
- Stonehill College
Bachelor of Arts (B.A.) (Communication)
Fran Lee Summary
- Fran Lee, based in Boston, MA, US, is currently a Wealth Advisor at RWA Wealth Partners. Fran Lee brings experience from previous roles at RWA Wealth Partners, Avantax Wealth Managementâ„ and Fidelity Investments. Fran Lee holds a St. John's High School-Shrewsbury. Fran Lee has 1 emails on RocketReach.
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