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 the U.S. presidential election campaign sprints to November, the policy agendas of Kamala Harris and Donald Trump are taking shape, and we address the key differences that matter most to the economy and stock market. Read the Global Insight Monthly »
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