Patrick Lee

Patrick is a CERTIFIED FINANCIAL PLANNER™ professional dedicated to helping clients achieve their financial goals through education and strategic planning. With eight years of experience focusing on high-net-worth individuals, he blends extensive industry knowledge with a personalized approach. His aim is to help clients feel informed and confident in their financial decisions. A graduate of Eastern Michigan University, Patrick draws on his experience at Morgan Stanley to bridge the gap between academic theory and practical application, making complex financial concepts accessible. Outside of work, Patrick enjoys traveling, participating in social sports, solving daily puzzles, and spending time with friends, family, and his dog. These activities help him maintain physical, mental, and spiritual wellbeing, allowing him to prioritize his clients’ financial health.