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Address:

138 Conant St, 4th Floor
Beverly, MA 01915

Phone:

978-524-1642

Fax/Other:

978-524-4105

Gregory J. Lee

Gregory J. Lee

First Vice President - Investment Officer Fundamental Choice Portfolio Manager

In addition to managing a discretionary portfolio within Wells Fargo Advisors' Fundamental Choice platform, (focusing on tactical, technical and fundamental opportunities on a long term view), Greg analyzes his client's overall wealth management goals and coordinates various strategies with other team members for a comprehensive plan and investment allocation.  This includes advanced planning and investment strategies, such as concentrated stock positions, diversification, restricted stock planning and exercising, exchange funds, employee stock options, alternative investments (hedge funds, managed futures, private equity, credit structures, and total asset allocation. Additionally, he helps with estate and tax planning investment strategies, working with his client's legal and tax professionals to ensure the entire plan is incorporated within the investment strategy. 

Licenses 

Greg Lee has his FINRA Series 7, 63, and Investment Advisory Representative Series 65 registrations, Series 31 Futures Managed Funds registration, as well as Life, Health and Disability insurance licenses..

Past Experience 

Prior to joining Wells Fargo Advisors, Greg Lee was 2nd Vice President - Wealth Management, Investment Management Specialist and a Financial Planning Specialist at Smith Barney in Danvers, MA (2001-2009) and a Financial Advisor at Merrill Lynch's Private Client Group in Peabody, MA (1996-2001) Prior to Merrill, Greg was a Marine Corps Infantry Captain.

Education

Greg has a B.S. in Finance from Providence College. 

Personal life 

Greg is married with three children.  Greg enjoys coaching Little League Baseball and other youth sports.  Additionally, Greg is an avid fisherman.

NMLSR ID 258142

The Fundamental Choice program is not designed for excessively traded or inactive accounts and may not be suitable for all investors.

Wells Fargo Advisors is not a legal or tax advisor

​CAR 0517-00594

 

Phone 978-524-1642
Fax 978-524-4105
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