Patrick Lee, CFP®, is a Wealth Advisor at Mercer Advisors, where they currently focus on providing tailored financial strategies. Prior to this role, Patrick served as a Financial Consultant at E*TRADE from 2018 to 2024, advising high-net-worth clients and cultivating client relationships to enhance service offerings. Patrick's financial career began at U.S. Bank as a Private Banker from 2013 to 2015, followed by a position as a Private Client Associate at U.S. Bancorp Investments, Inc. from 2015 to 2018. Patrick is currently pursuing a degree in Business Administration and Management at Eastern Michigan University.
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