Steve Lee

Steve Lee has a diverse work experience in the financial services industry. Steve began their career in 1981 at Business Incentives, where they worked in the Travel Sales Department. Steve then transitioned to IDS/American Express/Ameriprise - Financial Services, where they became a Personal Financial Planner and achieved great success. Steve continued to excel in their career, becoming a Regional Vice President at Voyageur Funds/Delaware Funds and later a Vice President at Summit Investment Corporation. Steve also served as a Regional Life Insurance Specialist at Pacific Life. Steve's extensive experience includes roles such as Divisional Marketing Manager at Washington Square Securities/ING/Reliastar and Regional Vice President at Nationwide Financial. In 2003, they became the Founding Director of a franchise prototype program called Preserving Rural America (PRA) Farm Succession. More recently, Steve has worked as a Wealth Advisor at LPL Financial and currently as a Regional Sales Director at Saybrus Partners. Throughout their career, Steve has demonstrated exceptional skills in sales, leadership, mentoring, and building strong relationships with clients and advisors.

Steve Lee earned a Bachelor of Arts degree in Journalism and Political Science from the University of Wisconsin-Eau Claire, where they studied from 1978 to 1982. Steve later obtained a Chartered Financial Consultant (ChFC) certification in Financial Planning and Services from The American College of Financial Services. The specific month and year of obtaining the ChFC certification for Steve Lee is not mentioned.