Alisoune Lee
Wealth Management | Collaborative | Client-Focused
- Role
- Investment Associate at RBC Wealth Management
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Alisoune Lee
I believe financial planning should feel personal, not transactional. As a Wealth Management Associate and CFP® candidate, I bring empathy, clarity, and structure to client relationships along with planning support and a thoughtful, human-centered approach. I’ve supported high-net-worth clients through a wide range of needs, including financial planning, scenario modeling, tax planning, gifting strategies, and estate-related coordination. I enjoy working alongside advisors and clients to make complex decisions feel manageable and aligned with each client’s goals and values. I’m currently pursuing my CFP® to deepen my technical expertise and broaden how I support clients. My goal is to grow within a values-driven firm one that prioritizes collaboration, service, and meaningful connection.
Experience
Investment Associate
Jul 2025 — Present
Skills
- Fashion
- Retail Sales
- Marketing
- Trend Research
- Training
- Apparel
- Store Management
- E-Commerce
- Customer Service
- Catalogs
- Trend Forecasting
- Leadership
- Inventory Control
- Vendor Relationship Management
- Merchandising
- Social Media Marketing
- Proofreading
- Social Media
- Retail
- Customer Relations
- Sales
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