Walton Lee Email & Phone Number
Senior Managing Director, Financial Advisor, Truist Investment Services, Inc., Truist Wealth @ SunTrust Investment Services, Inc.
Walton Lee's Location
Atlanta, GA, US
Walton Lee's Work
- Senior Managing Director, Financial Advisor, Truist Investment Services, Inc., Truist Wealth @ SunTrust Investment Services, Inc.
- Senior Vice President, Financial Advisor, Suntrust Investment Services @ SunTrust Investment Services, Inc.
Walton Lee's Education
- The University of Georgia
Bachelor's Degree (Finance, General)
1982 - 1986
Walton Lee's Skills
- Estate Strategies
- Leadership
- Investments
- Wealth Transfer
- Asset Management
- Training
- Wealth Planning
- Retirement Income Strategies
- Strategy
Walton Lee's Summary
Walton Lee, based in Atlanta, GA, US, is currently a Senior Managing Director, Financial Advisor, Truist Investment Services, Inc., Truist Wealth at Truist Investment Services, Inc., bringing experience from previous roles at SunTrust Investment Services, Inc.. Walton Lee holds a 1982 - 1986 Bachelor's Degree in Finance, General @ The University of Georgia. With a robust skill set that includes Estate Strategies, Leadership, Investments, Wealth Transfer, Asset Management and more, Walton Lee contributes valuable insights to the industry. Walton Lee has 1 email on RocketReach.
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