Cfp Jennifer Lee Email & Phone Number | Jennifer Lee is a Managing Director and Private Client Advisor with Bank of America Private Bank. She leads a collaborative team of wealth management professionals to provide comprehensive planning, investment management, strategic credit and concierge banking services to high-net-worth individuals, families, multi-generational family offices, private foundations and nonprofit institutions.

Cfp Jennifer Lee

Jennifer Lee is a Managing Director and Private Client Advisor with Bank of America Private Bank. Sh...
Los Angeles, Los Angeles, United States

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Cfp Jennifer Lee’s Email jennifer.lee@bofa.com

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Cfp Jennifer Lee’s Location Los Angeles, Los Angeles, United States

Cfp Jennifer Lee’s Current Industry Bank Of America Private Bank

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Managing Director, Private Client Advisor

2023-01-01 00:00:00 - Present

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Cfp Jennifer Lee is a Jennifer Lee is a Managing Director and Private Client Advisor with Bank of America Private Bank. She leads a collaborative team of wealth management professionals to provide comprehensive planning, investment management, strategic credit and concierge banking services to high-net-worth individuals, families, multi-generational family offices, private foundations and nonprofit institutions.