Fran Lee - Adviser Investments

Fran Lee

Wealth Advisor

Fran joined Adviser in 2021 as a senior relationship manager and is currently a wealth advisor. He has worked in the financial services industry since 1995 and served in both retail and institutional roles at Fidelity Investments as a Vice President. Fran also worked Avantax Investment Services as a Regional Director prior to joining Adviser. He is passionate about financial planning and helping clients achieve successful outcomes. Fran is a CERTIFIED FINANCIAL PLANNER™ professional who earned his B.A. in communications from Stonehill College. He resides with his wife and three daughters in Milton, MA.

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