Wayne joined Merrill Lynch in 2009 after 10 years with UBS Financial Services. He has extensive experience with retirement and wealth management strategies. He uses his knowledge to help high-net-worth clients pursue their goals and objectives.

Wayne is a Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® marks, an individual must satisfactorily complete an advanced college-level course of study addressing the financial planning subject areas that include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning.
 

FEATURED SPEAKER:

Wayne Lee
Financial Advisor
Merryll Lynch

Cost: $20.00 (includes a delicious hot breakfast buffet and coffee or tea)

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