Morgan Lee

New Business Specialist at Valmark Financial Group

Morgan Lee is a professional with a diverse background in financial services and management. Currently serving as a New Business Specialist at Valmark Financial Group since December 2019, Morgan has held various roles including Investment Ops New Business Intern, Advisory Billing Specialist Intern, and FinTech Intern within the same company. Prior experience includes working as an Accountant at Merriman Valley Resource Management from August 2018 to February 2021, and as a Manager at Nicole’s Connection from December 2014 to May 2020. Morgan holds a Bachelor's degree in Financial Planning and Services from The University of Akron and an Associate of Arts from Akron Early College High School.

Location

Cuyahoga Falls, United States

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Valmark Financial Group

Since its founding in 1963, Valmark Financial Group has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth transfer and wealth management firms to meet the unique and ever-changing needs of our clients. Our entities specialize in providing life insurance, equity, investment advisory, risk management, and retirement plan products and support services for the industry’s top tier of financial advisors. To learn more about Valmark Financial Group visit our website at: www.valmarkfg.com Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.


Employees

51-200

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