Adam Lee

Adam Lee, CFP ®, currently serves as Senior Vice President, Client Advisor, and Regional Vice President at Mercer Advisors since July 2020. Prior to this role, Adam gained valuable experience at TD Ameritrade as a Senior Financial Consultant from February 2014 to July 2020 and worked as a Financial Advisor with Morgan Stanley from February 2013 to January 2014. Adam began a professional career as a Broker at C.H. Robinson from May 2005 until February 2013. Adam holds a Bachelor of Science degree in Business from Indiana University - Kelley School of Business, obtained between 2001 and 2005.