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JAMES LEE

Associate Wealth Advisor

James Lee works alongside the advisory team to help clients navigate their financial needs and work toward their long-term goals.

He is passionate about building relationships and helping individuals and families make informed financial decisions. James attended York St. John University in England, where he was a member of the university's soccer team. He holds the Series 7 and Series 66 securities registrations, along with a Life and Health Insurance license.

Outside of the office, James enjoys spending time with his wife, Rudia, and their dog, Choco. An avid soccer player, he remains active in the sport and is involved with the AKP Sports Foundation, an organization that uses sports to support youth development and mentorship.

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