Graeme Lee is a values-driven, results-oriented vice president of business consulting with over a decade of experience in the financial services industry. Lee is well-known for developing and deploying creative and successful strategies, tactics and tools that enable financial advisors to exceed their goals. In his leadership role, he has developed a team of successful consultants who coach financial advisors in growing their businesses with the help of practice management platforms, content and resources. Lee's extensive knowledge in business valuations and experience in embracing advisory services, succession planning, mergers and acquisitions, M&A financing, and deal structures has made him a sought-after advisor for financial advisors.

Lee is a Series 7 and 66 licensed professional, honing his specialized knowledge of fiduciary standards of care and their application to the investment management process. He studied Bachelor of Science in Business Administration and Management, General at University of North Carolina at Charlotte - Belk College of Business. Lee's organizational experience includes Vice President, Business Consulting at LPL Financial, Vice President: Head of Business Consulting at Kestra Financial and Assistant Vice President - Business Development at LPL Financial, among others.