Meet the financial advisor & teacher

​​

 

 

 

 

 

Hey there! I’m Martin Lee.

 

​​​I kicked off my finance career in 1999 on Wall Street at UBS PaineWebber, where I worked as a stockbroker, financial advisor, and securities principal. Back then, we had a squawk box in every office where we listened intently to Art Cashin, director of floor operations. Wire trades were routed from the order room (or “wire room” or "cage") to the floor of the exchange for execution. Those were the good old days. So much has changed in the world of finance. I’ve got my Series 24, Series 7, Series 63, Series 65 securities licenses.  After ranking 12th in my UBS PaineWebber training class of 135 and spending three successful years at this respected Wall Street wirehouse, I was offered an exceptional opportunity to join Salomon Smith Barney. Yet, ever since my first call to serve as a faithful parish pastor in August 1997, I have felt led toward a different path in providing financial estate advice. I chose instead to become a branch manager at LPL Financial and later I launched my own registered investment advisory firm. In 2016, my wife, Anne—who is a securities attorney—and I established a private family foundation, carrying forward our shared commitment to service, stewardship, and community impact. Together, we’re about providing investment advisory services to the public, along with financial literacy services for underserved communities, churches and youth of all ages. To ensure the highest level of security and service, today all private client assets are held at Charles Schwab. Let's make a positive impact together!​​​​​​​​

​

​

​

​

​

​

​

​

​

​​

​