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 @ Avantax Wealth Management℠ (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
- Stonehill College
Bachelor of Arts (B.A.) (Communication)
- St. John's High School-Shrewsbury
Fran Lee Skills
- 401k
- Asset Allocation
- Business Development
- Business Relationship Management
- Coaching
- Communication
- Consultative Selling
- FINRA
- Field Development
- Financial Advisory
- Financial Planning
- Financial Services
- Full-life Cycle Recruiting
- Interpersonal skills
- Investment Advisory
- Investments
- Mutual Funds
- Recruiting
- Relationship Development
- Relationship Management
- Retirement Planning
- Sales
- Securities
- Securities Regulation
- Series 24
- Series 6
- Series 63
- Series 7
- Strategic Selling
- Time Management
- Wealth Management
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 Management℠ and Fidelity Investments. Fran Lee holds a Bachelor of Arts (B.A.) in Communication @ Stonehill College. With a robust skill set that includes 401k, Asset Allocation, Business Development, Business Relationship Management, Coaching and more. Fran Lee has 1 emails on RocketReach.
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