Lee is a highly seasoned financial professional with 15+ years of experience in the wealth management industry. At Compound Planning, Lee focuses on advisor success and the integration of new advisors, practices, and their clients into the firm. Lee specializes in improving the new advisor journey and training ecosystem at Compound through process and modern technology tools while not losing sight of the human element advisors need to foster and develop lasting relationships with their clients. Prior to joining Compound Planning, Lee accumulated diverse experience across the wealth management industry including successful fintech start-up... More