Tia Lee's Location
Indianapolis, IN, US
Tia Lee's Work
- Director of Wealth Planning @ Spectrum Management Group
- Senior Trust Adviser CFP, CTFA @ BMO Transportation Finance
- Senior Trust Administrator CFP,CTFA @ Old National Bank
Tia Lee's Education
- Ball State University
Bachelor (Accounting)
1984 - 1988 - Butler University
Associates (nuclear medicine)
1980 - 1982 - Chrysler High School
Tia Lee's Skills
- Investment Management
- Trust and Estate Knowledge
- Retirement Planning
- Cash Flow Forecasting
- Social Security Planning
- Strategic Financial Planning
- Personal Income Tax Planning
- Wealth Management
- Investments
- Retirement
Tia Lee's Summary
Tia Lee, based in Indianapolis, IN, US, is currently a Director of Wealth Planning at Spectrum Wealth Management, bringing experience from previous roles at Harris Bank and Old National Bank. Tia Lee holds a 1984 - 1988 Bachelor in Accounting @ Ball State University. With a robust skill set that includes Investment Management, Trust and Estate Knowledge, Retirement Planning, Cash Flow Forecasting, Social Security Planning and more, Tia Lee contributes valuable insights to the industry. Tia Lee has 3 emails on RocketReach.
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