Dorothy Lee

Dorothy Lee is a highly experienced financial professional with a strong educational background in Finance & International Business. She holds a BSBA degree from Washington University in St. Louis and is an alumna of Hunter College High School. Dorothy has an extensive career in the finance industry, working in various roles for several prestigious organizations.

Currently, Dorothy serves as an Independent Financial Advisor at National Planning Corporation, where she leverages her expertise to provide strategic financial advice to her clients. Prior to this, she worked as a Financial Advisor at Trilogy Financial Services, gaining valuable experience in financial planning and investment management.

Before her advisory roles, Dorothy displayed her research skills and financial acumen as an Active Trader and Independent Researcher while self-employed. She also held positions as an Associate Analyst in Equity Research at Oppenheimer & Co., Inc., and as an Equity Research Associate at A.G. Edwards & Sons, Inc. Additionally, Dorothy honed her analytical abilities as a Credit Analyst in Commercial Lending at U.S. Bank, showcasing her diverse skill set.

With her rich and varied background in finance, coupled with her commitment to excellence and client satisfaction, Dorothy Lee continues to make significant contributions to the financial industry.