Morgan Lee

Wealth Manager at Confluence Financial Partners

Role
Wealth Manager at Confluence Financial Partners
Location
Pittsburgh, PA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Morgan Lee

I work directly with individuals and families to organize their finances and implement…

Experience

  1. Wealth Manager

    Confluence Financial Partners

    Sep 2024 — Present · Pittsburgh, PA, US

Education

  • Upper St. Clair High School

    General Education

    2010 — 2014

  • Miami University

    Bachelor's degree

    2014 — 2018

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Morgan Lee — Wealth Manager at Confluence Financial Partners in Pittsburgh, PA, US | Unifers