Lee-Norah S

LeeNorah S

Senior Wealth Manager
Seattle, Washington, United States

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Work Experience

Laird Norton Wetherby

Senior Wealth Manager

2024-01-01 - Present

Laird Norton Wealth Management

Senior Director

2020-04-01 - 2024-01-01

Wells Fargo Bank

Senior Vice President, Sr. Fiduciary Advisory Specialist

2009-08-01 - 2020-04-01

U.S. Bank, N.A.

Wealth Management Advisor

1994-08-01 - 2009-08-01

Wilshire Associates

Senior Associate - Pension Consulting Group

1985-01-01 - 1993-07-01

Skills

independent financial advice wealth planning financial planning investment management philanthropic planning trust services estate planning multigenerational wealth planning family office services retirement planning impact investing esg investing

Languages

No Languages Available