Client Advisory

Biography

Lee is an Associate in the Indianapolis office. She takes great pride in building relationships with clients and provides day to day client service, and coordinates with custodians for ongoing account transactions and maintenance.

Prior to joining Cerity Partners, Lee was a Senior Client Service Specialist for Buckingham Wealth Management where she leveraged her 12 years of experience in the industry to provide a highly personalized client experience.

In Lee’s free time, she loves spending time with family and friends and enjoys cycling and hiking.

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