Lee Derose
Financial Advisor at Rbc Wealth Management
Based in Denver, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Denver
Industry
Financial Services
Company size
8.8K
Contact information
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l•••••••@rbcwealthmanagement.com
Phone
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Background
About Lee Derose
I create financial security and peace of mind for individuals and their families. I accomplish this by providing my clients with a high level of service that often exceeds their expectations. Investors benefit from my customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals. My capabilities include wealth management services, pre-IPO planning, cap table management, risk management, retirement income strategies, retirement planning, retirement plan consulting, estate planning, asset based lending.
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