E-mail: michael.t.lee@morganstanleysmithbarney.com
Phone: 914-225-6624
Company: Morgan Stanley Smith Barney - The Maddalena Group
Position: Financial Advisor Rule 144 Specialist
With over 70 years of combined Wall Street experience, The Maddalena Group leverages a knowledge and understanding that can only be acquired with time. Our comprehensive financial planning process helps us understand the unique challenges and opportunities facing the modern investor. It is our goal to create customized wealth management solutions for clients from our honest and experienced perspective. Personally I've worked in the financial services industry for 10 years, with the past 5 as a Financial Advisor at Morgan Stanley Smith Barney and its predecessor companies, prior to this I was with Merrill Lynch. I am a graduate of Fairfield University with a Bachelor of Science in Finance, with minors in Accounting and Economics.
Built on over 130 years of experience, Morgan Stanley Smith Barney is recognized as the industry’s premier wealth management
firms.
Business Category:
Good Lead: A good lead is some one who is in transition, whether it be changing jobs, selling or buying a business, or some one near or at retirement.