Grant W. Lee

Grant W. Lee is a seasoned financial professional currently serving as the Managing Director and Wealth Advisor at Morgan Stanley Private Wealth Management. He is part of the Opus Group within the firm, bringing over 36 years of experience in the financial services industry to his role.12

Background and Experience

• Current Role: Managing Director and Wealth Advisor at Morgan Stanley Private Wealth Management.
• Previous Experience: He has held various significant positions throughout his career, contributing to his extensive expertise in wealth management and financial advisory services.

Education

Grant W. Lee graduated from the University of California, Davis, which laid the foundation for his career in finance.1

Skills and Expertise

His proficiency encompasses a wide range of financial services, focusing on personalized wealth management strategies for high-net-worth clients.

This combination of experience and education positions Grant W. Lee as a prominent figure in the wealth management sector at Morgan Stanley.