Lee Parker
Senior Relationship Manager, Triangle Wealth Management
- Role
- Senior Relationship Manager at Triangle Wealth Management
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Lee Parker
Lee is a Raleigh native and began his career in 1985 as an Investment Broker at Wheat First Securities. He is a graduate of UNC – Chapel Hill and through the College of Financial Planning has attained the Chartered Retirement Planning Counselor TM designation. He joined Triangle Securities in “As an Advisor and Relationship Manager at Triangle Securities Wealth Management, I work exclusively with families to help improve their lives as they plan for their future. A successful day for me is one where I have helped or made a difference in one person’s life.” Specialties: Retirement Planning and Customized Investment Managment
Experience
Senior Relationship Manager
Sep 2000 — Present
Founded September 23, as an independent investment advisory firm Triangle Wealth Management is dedicated to helping families develop strategic plans to achieve their long-term financial goals as prudently as possible.
Education
College of Financial Planning
Chartered Retirement Planning Counselor
1998 — 1998
University of North Carolina at Chapel Hill
BA
1980 — 1984
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