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Lee Schmertzler profile image

Lee Schmertzler

VP Client Relations at Aegis Retirement Partners
Intro Book
Experienced retirement and wealth management expert.
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Location
Concord, Massachusetts, United States, US
Skills
  • Retirement
  • Mutual Funds
  • 401k
  • Series 7
  • Estate Planning
  • Show all
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Bio

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Lee Schmertzler is a seasoned retirement and wealth management professional with 13+ years of experience, holding certifications like Series 7 and CFS, and a MBA from Babson College.

Credentials

  • CFS
    Institute of Business & Finance
    Dec, 2008
    - Apr, 2026
  • AIF(r),
    Center for Fiduciary Studies, LLC, a Fiduciary360 (fi360) company

Experience

  • Aegis Retirement Partners
    • Concord, Massachusetts, United States
    • VP Client Relations
      • Oct 2022 - Present
      • Concord, Massachusetts, United States

      Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Aegis Retirement Partners are not affiliated

  • Pinnacle Pension Consultants, LLC
    • Needham, MA
    • Retirement Benefits Consultant
      • Oct 2009 - Oct 2022
      • Needham, MA

  • ING
    • Client Relations Manager
      • Feb 2007 - Jan 2009

  • Commonwealth Financial
    • United States
    • Financial Services
    • 700 & Above Employee
    • Retirement marketing
      • 1999 - 2007

    • Retirement Marketing team leader
      • 1999 - 2007

  • Scudder Investments
    • Client Services
      • 1999 - 1999

  • Putnam Investments
    • Andover, MA
    • Dedicated Broker Representative
      • 1998 - 1999
      • Andover, MA

Education

  • 2001 - 2005
    Babson College - Franklin W. Olin Graduate School of Business
    MBA
  • 1993 - 1997
    Union College
    BA, History
  • 1996 - 1996
    COLLEGE YEAR IN ATHENS
  • 1990 - 1993
    Avon Old Farms

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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