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Annika Lee

Senior Wealth Strategy Associate

Annika Lee, CFP®, is currently a Senior Wealth Strategy Associate at UBS. They have built a strong career in financial services, with previous roles including Financial Advisor at Merrill Lynch Wealth Management and Registered Associate at Morgan Stanley. Annika started their journey in the field as an Investment Specialist at Merrill Edge. They are pursuing a Bachelor of Science in Business Administration with a focus in Finance at the University of Florida.

Location

Boulder, United States

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