Michael Lee
Financial Planner at Pruco Securities, LLC
- Role
- Financial Planner at Prudential Financial
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Experience
Financial Planner
Jun 2005 — Present · Cincinnati, OH, US
Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors, and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients adjust due to our ever-changing environment.
Education
Ohio Dominican University
B.S. Finance
2001 — 2005
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