Wayne Lee
Certified Financial Advisor
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.
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.
He earned a B.A. in Economics from New York University.
Contact:
Phone: 516-498-3315
Email: wayne_lee @ ml.com
Web: www.ml.com