Zachary Lee became an integral part of StoneX Wealth Management in May 2022, as a driving force behind the expansion of the Private Client Group and the delivery of unparalleled client service. With a comprehensive background spanning over two years, Zachary initially served as an Advisor Support Associate, showcasing his dedication to the firm's success.
Eager to continuously enhance his financial acumen, Zachary is on a determined path toward attaining the CFP certification. His primary focus revolves around cultivating client relationships while harnessing his expertise to serve their financial aspirations effectively.
He earned his B.S. in Finance from the esteemed University of Alabama in 2019 and further solidified his expertise with a Master's Degree in Financial Planning. Outside the office, Zachary's passions extend to coaching basketball and baseball, exploring new horizons through travel, and cherishing moments spent with his loved ones.