Fran Lee

Senior Relationship Manager

Fran joined Adviser Investments in 2021 as a senior relationship manager. He has worked in the financial services industry since 1995, serving in both retail and institutional roles at Fidelity Investments and Avantax Investment Services prior to joining Adviser Investments. Fran is passionate about financial planning and helping clients achieve successful outcomes. He earned his B.A. in communication from Stonehill College and resides with his wife and three daughters in Milton, MA.