Wayne Lee

Background

About Wayne Lee

Wayne joined Morgan Stanley after 12 years with Merrill Lynch and 10 years with UBS Financial Services. He has extensive experience with retirement and wealth management planning strategies. He uses his knowledge to help high-net-worth clients pursue their goals and objectives. He is exceptionally service-oriented, striving to stay in close contact with each client. He believes that his proactive approach helps him anticipate client financial needs and focus on risk management strategies. Wayne is a CERTIFIED FINANCIAL PLANNER®, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He earned a B.A. in Economics from New York University. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.