Grant Lee, a top advisor at Morgan Stanley Private Wealth Management, has over 30 years of experience in the financial services industry. He specializes in providing objective and high-quality wealth management advice and solutions to affluent corporate executives and their families. He focuses on creating customized wealth management plans and employs comprehensive wealth management processes to help distinguish the Opus Group from other wealth advisors. Grant is also a Certified Investment Management Analyst® and an Accredited Investment Fiduciary®.

Grant has been recognized as a Barron’s Top Advisor, San Francisco Business Times Top Advisor, Financial Times Top 400 Financial Advisors, and a Registered Rep magazine Top 100 Wirehouse Advisor. In 2007, he was named Outstanding Advisor by Registered Rep magazine, which honors ten of the most able and philanthropic financial advisors in the industry.

Grant studied Managerial Economics at the University of California, Davis, and previously worked at Franklin Resources, Inc. as a Management Trainee/Marketing Coordinator.