PROFESSIONAL PROFILE
Cliff Lee specializes in education 529 Plans, retirement planning , estate planning, and portflio management. He is a CRPC® - Chartered Retirement Planning Counselor.
Cliff Lee adheres to a disciplined process that delivers a consistent yet customized wealth management experience. Before any financial decisions are made, he will take the time to fully understand who you are and what matters most to you as an individual. With this knowledge about what you value most, Cliff is able to help you establish objectives, develop an appropriate strategy and recommend solutions that draw upon the breadth and depth of Merrill Lynch to connect all the pieces of your financial life. Cliff can conduct regular reviews with you to help you monitor your progress toward reaching your goals and keep your strategies consistent with any changes that may take place in your life.
Cliff Lee has been in the Financial Industry for 15 years. His experience includes 5 years as a Financial Advisor with Merrill Lynch, VP of Investment at a regional firm, and several years as a stock trader. He has excellent knowledge of the financial markets and a well balanced background to assist clients with their overall financial situation.
Cliff enjoys tennis and spending time with his wife and 2 children.