Andy Lee

Andy Lee is an accomplished professional with a strong background in finance and wealth management.

He holds a Bachelor of Arts (B.A.) degree in Legal Studies from the prestigious University of California, Berkeley.

Andy's career at Morgan Stanley Private Wealth Management and Graystone Consulting is notable, where he has held various roles showcasing his expertise and knowledge in the field.

He currently serves as the Vice President, demonstrating his leadership skills and strategic vision within the organization.

Previously, Andy held the position of Director of Investments, where he contributed to the strategic decision-making process.

His experience as an Assistant Vice President further solidified his understanding of the financial landscape.

Prior to these roles, he excelled as a Consulting Group Analyst, showcasing his analytical abilities and attention to detail.

His tenure as a Registered Associate at Morgan Stanley Smith Barney and Smith Barney highlights his dedication to client services and financial advisory.

Additionally, Andy's experience as a Trading Specialist at Charles Schwab added a valuable dimension to his skill set, demonstrating versatility in different financial environments.