Fountainhead Advisors
- Jason Lee
Jason Lee
Senior Financial Strategist at Fountainhead Advisors
Jason Lee is a Senior Financial Strategist at Fountainhead Advisors with a background in financial advising with companies such as Morgan Stanley, Merrill Lynch, Union Bank, and Wells Fargo. Jason specializes in executive benefits, trust and estate planning, wealth management, and corporate 401k plans. Jason holds the NMLS# 765705.
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Timeline
Senior Financial Strategist
August, 2023 - present
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