DAVID LEE, ChFC®

Senior Financial Advisor

Managing Director - Investment Officer

Address: 7779 N WICKHAM RD, FLOOR 1 , MELBOURNE , FL 32940
Call: 321-806-9199 
Email: David.P.Lee@wellsfargo.com Compose mail in a new window

Tailored Financial Strategies. Personal Service.

As a Financial Advisor with Wells Fargo Advisors, I can deliver a full range of investment planning strategies tailored to your unique needs. Whether you are investing for retirement, education expenses or some other goal, I will help you make informed decisions about your investment strategy. You have access to additional resources available through affiliates, including trust and estate services, insurance products*, and much more.<br/><br/>For more information about how I may be able to help you pursue your financial goals, please contact me. <br/><br/>*Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

My Associate(s): Deborah Kendrick, Senior Registered Client Associate

My Experience

  • 2015 - Present : Wells Fargo Advisors - Sr. Financial Advisor
  • 2008 - 2015 : Morgan Stanley - Financial Advisor
  • 2000 - 2008 : Wachovia Bank - Financial Sales Leader

My Education & Credentials

  • University of Florida - Bachelor of Science in Business Admin - Finance Major
  • PIM Portfolio Manager
  • Senior Fundamental Choice Portfolio Manager

My Community Involvement

  • Treasurer of the Space Coast Chinese American Association
Securities Registered in the following states: AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, MA, MD, ME, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, VT
Insurance licensed in the following states: Resident State: FL
DAVID LEE: Financial Advisor: Wells Fargo Clearing Services, LLC