Lee Chimerakis

Background

About Lee Chimerakis

Over 30 years in the financial services industry, my team, The Chimerakis Group at Morgan Stanley, and I have broadened our ability, built upon our experience and refined our distinctive approach to advising our clients to help them reach their financial goals. As you’d expect from any experienced advisory team, we provide the full spectrum of tailored financial services to clients based on their backgrounds, professions and life stages; many of which span generations of high net-worth families. We also have another distinctive quality—serving professional athletes and coaches. Our experience relating to their unique wealth management needs has earned us the Global Sports and Entertainment Director designation, held by less than 1% of advisors at Morgan Stanley. I am also an NFLPA Registered Player Financial Advisor. Our strategy reflects three core principles that enable our clients to understand their plans, have confidence in their decisions, and feel optimistic about achieving their future goals: Simplicity We aim to make complex financial issues and our clients’ financial decisions simple. The plans we develop and investment strategies we execute are backed by rigorous, repeatable processes and the latest financial thinking. Strength We focus the combined intellectual capital, years of experience, planning, investment acumen, and extensive resources of our team and Morgan Stanley to deliver customized solutions and excellent service to our clients. We proactively communicate and collaborate with our clients and promptly respond to their needs. Teamwork Working with professional athletes and coaches has taught us the value of teaming with our clients and others on their professional team to achieve our clients’ financial goals. We welcome the opportunity to evaluate your current financial situation based on our experience and distinctive perspective. Please call us at 561.776.6457 or email us at lee.chimerakis@morganstanley.com