Lee McCarthy

Background

About Lee McCarthy

By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** Our team is entrusted with over $200 million in assets and has more than 50 years of combined experience in financial services. Our industry experience in combination with our firms resources, allow us to coordinate all aspects of our client's financial lives and achieve their financial goals. We are dedicated to providing customized solutions with the highest level of service, integrity and knowledge. Ultimately, the value we bring to our clients is a combination of trust, expertise and a clear understanding of their needs. We offer our clients access to some of the world's most powerful financial resources. But the most important resources of all are the ones we bring to the table whenever we discuss your needs - listening and understanding. They are the first steps in the disciplined, ongoing process of wealth management. With offices located in Brookfield and downtown Milwaukee, we specialize in all facets of wealth management, including financial planning, insurance, retirement income planning and lending.**Registered States**AZ,CO,FL,IL,IN,MN,MT,NV,OH,SC,UT,WI,WY are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**