Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Jessica Lee advises clients in developing and achieving their wealth accumulation and legacy goals. She draws upon her extensive investment experience to address her clients' complex needs and objectives. Her clients include business founders, senior executives and very high net worth families. Jessica also is a trusted advisor to foundations, endowments and institutional clients and holds the Certified Plan Fiduciary Advisor certification.
Prior to joining RBC, Jessica was a financial advisor at Morgan Stanley Wealth Management in Washington, D.C. She began her investment career as an investment banker at Legg Mason Wood Walker, Inc., advancing from associate to vice president and then to principal. Jessica received an MBA with high honors from Boston University and a Bachelor of Arts degree from Wellesley College with honors.
She has passed the FINRA Series 7, 24, 63 and 66 exams. In addition, she is licensed to sell and consult on life and health insurance and variable annuities
As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »
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There are more positive than negative aspects of the Q2 S&P 500 earnings season. But there are some nuances within the Information Technology sector data that we think call for restraint.
