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
Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »
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Inflation remains calm in 2025, but tariff-related price hike concerns have kept the Fed sidelined. We look at the Fed’s commentary, the impact of market forces and political pressure on yields, and the probability of rate cuts before year’s end.
