Avantax
Ben Lee is a seasoned professional in corporate development and wealth management, currently serving as Senior Manager of Corporate Development at Cetera Financial Group since August 2024. Previously, Ben held the position of Program Manager in Corporate Development at Avantax Wealth Management℠, which was acquired by Cetera in November 2023. Ben's extensive experience includes various roles at HD Vest Financial Services, Fidelity Investments, Penson Financial Services, Banc of America Securities, and Southwest Securities, demonstrating a strong background in relationship management and strategic program management. Ben holds a Bachelor of Business Administration in Finance from The University of Texas at Arlington.
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