Metropolitan Wealth Advisors
Knowledge is the key to a successful financial future. Our background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. We pride ourselves in getting to know each client so that we can understand their individual needs and what matters most to them. This helps us recommend products and strategies designed to meet their current needs, and more importantly, their future needs. We are licensed to sell insurance in: AL, AZ, CO, CT, NM, OR, CA, DE, MA, MI,MD, MT, NC, NH, NJ, NY, PA, RI, SC, TX, VA, WA, WV, DC. Securities Licensed in: AL, AZ, CA, DE, FL, CT, CO, OR, GA, HI, ID, IL, LA, MA, MD, MT, NC, NH, NM, NJ, NY, PA, SC, TX, VA, WA, WV, DC. We are registered representative of and offer securities, investment advisory services, and financial planning through MML Investor Services, LLC, Inc, Member SIPC Metropolitan Wealth Advisors is not a subsidiary or affiliate of MML Investor Services, LLC, Inc, or its affiliated companies. Supervisory address; 11350 McCormick rd, Suite 200, Executive Plaza IV, Hunt Valley, MD 21031.(410)785-7564. James Lee CA Insurance license number 0C86528: domicile state, MD Mike Achatz CA Insurance license number 0K799448: domicile state, MD Mike Achatz AR 2848079: Insurance license number domicile state, MD Due to federal regulations that apply to investment advisor representatives, I am not able to accept endorsements that pertain to my general character or investments.
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Verified contacts
14
available on Kipplo
LinkedIn employees
21
1 to 10 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
2
tools in use
Monthly traffic
38
organic / mo
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- BK
Benjamin Kropp
Customer Service Specialist · Customer/Client Service
EmailPhone - JL
James Lee
Client Relationship Manager · Customer/Client Service
EmailPhone - ML
Mia Lee
Client Relationship Manager · Customer/Client Service
EmailPhone - SL
Samantha Luby
Operations Manager · Operations
EmailPhone - CH
Collis Heleine
Marketing Coordinator · Advertising & Marketing
EmailPhone - JM
James M. Lee
Financial Advisor Financial Planner · Finance & Accounting
EmailPhone - ML
Mark Lee
Client Service Professional · Customer/Client Service
EmailPhone - WS
William Stanik
Investment Advisor Representative Financial Planner · Finance & Accounting
EmailPhone - AF
Andrea Foglio Guinther
Executive Assistant to James Lee and Michael Achatz · Other
EmailPhone
Showing 9 of 14 verified contacts
Top roles at Metropolitan Wealth Advisors
11 distinct titles indexed · top 10 shown.
- 3client relationship manager
- 2customer service specialist
- 1client service professional
- 1data analyst
- 1executive assistant to james lee and michael achatz
- 1financial advisor financial planner
- 1financial investigator
- 1investment advisor representative financial planner
- 1marketing coordinator
- 1operations manager
- +1more titles
Sign up to unlock all 14 contacts at Metropolitan Wealth Advisors
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