Lily Lee

With an analytical mind and driven by details, ever since Lily was young she has been fascinated with corporations and financial headlines.

She enjoys creating a welcoming, supportive environment for clients to feel connected and build trust. Clients know their concerns are heard as they share their goals to maximize and build financial resources. Clients have left meetings with her feeling confident about the value she has brought and the holistic care she has provided. In her words, “My clients come first. They trust my analysis and the recommendations I provide.”

As a licensed financial advisor, Lily is a FINRA Investment Advisory Representative. She earned her degree in accounting from the University of Delaware. Working in corporate finance for 20 years, she became experienced in company formation, success, and strategy, overcame numerous challenges and built revenue performance and longevity. Now she brings all of her experience and values to benefit individual clients.

Lily has native proficiency in Mandarin Chinese. She has a global perspective after years of financial experience in East Asia. She enjoys traveling and experiencing cultures. You will find her meeting good friends, playing strategy games, and enjoying scenic weekend hikes.