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Grant W. Lee
Grant W. Lee is a seasoned professional with expertise in planning, assessment, and cash flow management, based in the San Francisco Bay Area.
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Location
San Francisco Bay Area, US
Skills
- Planning
- San
- Assessment
- Cash Flow
Bio
Generated by
Topline AI
I'm Grant W. Lee, a seasoned financial professional with 36 years of experience, currently serving as a Managing Director and Wealth Advisor at Morgan Stanley Private Wealth Management in San Francisco. With a strong background in planning, SAN, assessment, and cash flow, I've built a successful career helping clients achieve their financial goals. Prior to my current role, I worked as a Management Trainee/Marketing Coordinator at Franklin Resources, Inc. for three years. I hold a Bachelor of Science degree in Managerial Economics from the University of California, Davis. Throughout my career, I've developed a unique ability to provide comprehensive wealth management solutions to my clients. I'm dedicated to staying up-to-date on industry trends and best practices to deliver exceptional results.
Credentials
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CA Insurance License. #0A58322
-Jan, 2018- Apr, 2026 -
NMLS#: 1279638
Nationwide Mortgage Licensing SystemJan, 2015- Apr, 2026
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Industry Focus. “Financial Services.”
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