Malik Lee Email & Phone Number
Managing Principal @ Felton & Peel Wealth Management
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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.
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