Jonathan Lee is the Director of Private Wealth Management at Robert W. Baird & Co., where they have been committed to guiding high-net-worth individuals, corporate executives, and families for over 25 years. They previously held leadership roles at Shearson Lehman Brothers Inc. and Prudential Financial as Vice President, and served as Senior Vice President at Wachovia Securities Financial Network. Jonathan's expertise encompasses comprehensive financial planning, retirement, estate planning, and investment strategies. They earned a Bachelor of Science degree from California Polytechnic State University-San Luis Obispo.
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