Lee McGowan Email & Phone Number
President and Senior Wealth Advisor @ Monument Group Wealth Advisors, LLC
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Lee McGowan Location
- Concord, MA, US
Lee McGowan Work
- 2020 -now President and Senior Wealth Advisor @
- 2010 -2020 Managing Director, Partner @
- 2009 -2010 Guide to Mutual Funds @
- 2004 -2010 Vice President @ TFC Financial Management
- 2000 -2004 Financial Advisor @
- 1998 -2000 Financial Advisor @
Lee McGowan Education
- College for Financial Planning 2000-2002
- Hanover College
B.A. (Business Administration)
1989-1993
Lee McGowan Skills
- Asset Management
- Asset Allocation
- Estate Planning
- Finance
- Financial Planning
- Investment Advisory
- Investments
- Management
- Mutual Funds
- Portfolio Management
- Retirement
- Strategic Financial Planning
- Wealth Management
- Financial Advisory
- Financial Services
- Retirement Planning
Lee McGowan Summary
- Lee McGowan, based in Concord, MA, US, is currently a President and Senior Wealth Advisor at Monument Group Wealth Advisors, LLC. Lee McGowan brings experience from previous roles at Monument Group Wealth Advisors, LLC, About.com / The New York Times Co., TFC Financial Management and Wachovia Securities, LLC. Lee McGowan holds a 2000 - 2002 College for Financial Planning. With a robust skill set that includes Asset Management, Asset Allocation, Estate Planning, Finance, Financial Planning and more. Lee McGowan has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Monument Group Wealth Advisors, LLC Employees
Kimberly Kuhn
Director of Client Services
Boston, MA, US
Lee McGowan
President and Senior Wealth Advisor
Concord, MA, US
Miles Burgess
Private Wealth Senior Client Officer
Newton, MA, US
David Guilmette
Operations Manager
Ayer, MA, US
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