Paige Lee, CFA, CFP®, CSRIC™

Wealth Advisor at Merriman Wealth Management, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Seattle, US

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Dec, 2020
    - Nov, 2024
  • Chartered SRI Counselor™ (CSRIC™)
    College for Financial Planning
    Jun, 2020
    - Nov, 2024
  • Chartered Financial Analyst (CFA)
    CFA Institute
    Aug, 2019
    - Nov, 2024

Experience

  • Merriman Wealth Management, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor
      • Dec 2019 - Present

  • Avier Wealth Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate Advisor
      • Nov 2017 - Nov 2019

  • Edward Jones
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jun 2017 - Oct 2017

  • Microsoft
    • United States
    • Software Development
    • 700 & Above Employee
    • Senior Financial Analyst - CFP&A
      • Jun 2015 - May 2016

    • Finance Rotational Analyst
      • 2013 - Jun 2015

Education

  • University of Notre Dame - Mendoza College of Business
    Bachelor of Business Administration (BBA), Double Major in Finance & Psychology
    2009 - 2013

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