• Rockville 301.770.5234
  • Falls Church XML 703.790.5999 or LMA 703.827.2300
  • Frisco 970.668.5700
  • BrokerCheck

Our Team

Stacey Lee

Client Service Associate slee@xmlfg.com

Stacey Lee has been in the financial services industry since 2000.  Prior to joining XML Financial Group, she was first with Banner Life and then New York Life. Stacey’s responsibilities include support of the Financial Consultants and client customer service.

Education & Philanthropy

Stacey attended Montgomery College in Rockville, Maryland and holds a Life & Health license. She lives in Columbia, Maryland.

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We offer a full suite of investment services
For
advisors

Whatever your current background is in an investment advisory capacity, We can help you think about, address, and execute on the decision to go independent.

Our
Services

The Wealth Advisors offers very personalized and consultative financial services.

Brokerage
Services

Brokerage Services through our affiliated broker dealer.

Stacey Lee has been in the financial services industry since 2000.  Prior to joining XML Financial Group, she was first with Banner Life and then New York Life. Stacey’s responsibilities include support of the Financial Consultants and client customer service.

Education & Philanthropy

Stacey attended Montgomery College in Rockville, Maryland and holds a Life & Health license. She lives in Columbia, Maryland.