Malik Lee Email & Phone Number
Managing Principal @ Felton & Peel Wealth Management
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Malik Lee Location
- Atlanta, GA, US
Malik Lee Work
- 2018 -now Managing Principal @
- 2013 -2018 Associate @
- 2009 -2013 Managing Partner @
- 2008 -2011 Investment Advisor Representative @
- 2007 -2008 Financial Advisor @
Malik Lee Education
- The American College of Financial Services
CAP® designation (Chartered Advisor in Philanthropy) (Charitable Giving and Philanthropy)
2015-2018 - Oglethorpe University
Certificate in Financial Planning (Financial Planning and Services)
2011-2011 - Morehouse College
Bachelor of Arts (B.A.) (Finance, General)
1999-2003
Malik Lee Skills
- Business Planning
- Estate Planning
- Financial Planning
- Risk Management
- Retirement Planning
- Insurance
- Public Speaking
- Charitable Planning
- Education Planning
- Executive Benefits Planning
- Income Distribution Planning
- Disability Insurance
- Employee Benefits
- Financial Advisory
- Financial Planners
- Income
- Investments
- Retirement
- Strategic Financial Planning
- Wealth Management
- Plannning
- Life Insurance
- Finance
- Small Business
- Securities
- Wealth Management Services
- Series 7
- Financial Services
- Fixed Annuities
- Mutual Funds
- Long-term Care
- Term Life Insurance
- Mortgage Lending
- Financial Goals
- Relationship Management
- Wealth
- IRAs
- 401k Rollovers
- Series 65
- College Savings Plans
- Uniform Combined State Law
- Certified Financial Planner
- 529 Plans
- Personal Finance
- Wealth Accumulation
- Personal Financial Planning
- Roth IRA
- High Net Worth Individuals
Malik Lee Summary
- Malik Lee, based in Atlanta, GA, US, is currently a Managing Principal at Felton & Peel Wealth Management . Malik Lee brings experience from previous roles at Henssler Financial, Felton & Peel Wealth Management, MetLife and Merrill Lynch. Malik Lee holds a 2015 - 2018 CAP® designation (Chartered Advisor in Philanthropy) in Charitable Giving and Philanthropy @ The American College of Financial Services. With a robust skill set that includes Business Planning, Estate Planning, Financial Planning, Risk Management, Retirement Planning and more. Malik Lee has 5 emails on RocketReach.
Looking for a different Malik Lee?
Find contact details for 700 million professionals.
Others Named Malik Lee
Malik Lee
Managing Partner | Veteran
Arlington, TX, US
Malik Lee
Construction Engineer
Dade City, FL, US
Malik Lee
Community Assistant
Hempstead, TX, US
Malik Lee
Talent Acquisition Specialist
Arlington, TX, US
Top Felton & Peel Wealth Management Employees
Malik Lee
Managing Principal
Atlanta, GA, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co