Planning and Trading Advisor

Andrew Lee

As a jack of all trades, our Andrew is the definition of versatile. Andrew brings a high level of knowledge from multiple areas, including statistical financial analysis and expertise in the economics of human resources, not to mention handling the majority of the trade requests while providing stellar customer service to our clients. Andrew is working with our operations team on data analysis and processes.

Andrew has his Bachelor of Science in economics with a minor in business and passed his Series 65 securities exam. Andrew grew up in the hidden gem of Pontiac, Illinois. In his off time, he enjoys working out, practicing his golf swing and staying up to date with all things economics.

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