Lee Brill

Lee Brill has a range of experience in the finance industry. Lee began their career at First Union in 1988, where they served as a Vice President for eight years. In 1996, they joined Robert W. Baird as a Senior Investment Consultant, specializing in advising wealthy individuals, families, charities, and foundations. During their time at Baird, they completed the Investment Counsel Program at the University of Chicago Graduate School of Business and also worked as a licensed Real Estate Broker for Baird Corporate Finance in Florida. In 2006, they transitioned to Northwestern Mutual Wealth Management Company, where they served as a Wealth Management Advisor for eight years. In this role, they demonstrated an understanding of complex financial issues and worked closely with clients to help them achieve their life goals. Most recently, they joined Waverly Advisors, LLC in 2014 as a Senior Client Consultant.

Lee Brill attended Furman University from 1983 to 1987, where they obtained a Bachelor of Arts degree in political science. Prior to attending Furman University, they completed their junior high school education at JHS '83. Additionally, Lee participated in the Leadership Tampa program, although no specific dates or degrees/fields of study were provided for this experience.