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Daniel Lee
Partner, Chief Revenue Officer, Wealth Advisor at Certuity
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Work Experience
Partner, Chief Revenue Officer, Wealth Advisor
Apr 2023 - Present · 1 years and 9 months
Senior Managing Director, Wealth Advisor
Sep 2013 - Apr 2023 · 9 years and 7 months
Vice President, Private Client Advisor
Nov 2011 - Sep 2013 · 1 years and 10 months
Company Details
11-50 Employees
Certuity is a wealth management and multifamily office firm. We provide independent and holistic financial guidance to entrepreneurs, business leaders, and high-net-worth families. As an independent Registered Investment Advisor held to the fiduciary standard, we act in our clients’ best interests so they can achieve their goals for today, tomorrow, and generations to come.
Year Founded
2003
Social Media
Linkedin
Industry
Financial Services
HQ Location
1295 US Highway 1 North Palm Beach, Florida 33408, US
Keywords
Wealth ManagementFamily OfficeMultifamily OfficeFinancial PlanningEstate PlanningLegacy PlanningOCIO ServicesInvestment Advisory
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