FEATURED SPEAKER:

Wayne Lee
Certified Financial Advisor
Merrill Lynch

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.

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 be better prepared to balance risk and reward based on each client’s individual needs.

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

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