
Lee Martin
For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain... | Greater Houston, Greater Houston, United States
*50 free lookup(s) per month.
No credit card required.
Lee Martin’s Emails le****@ms****.com
Lee Martin’s Phone Numbers No phone number available.
Social Media
Lee Martin’s Location Greater Houston, Greater Houston, United States
Lee Martin’s Expertise For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf. My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll help address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
Lee Martin’s Current Industry Morgan Stanley
Lee
Martin’s Prior Industry
Morgan Stanley
Not the Lee Martin you were looking for?
Find accurate emails & phone numbers for over 700M professionals.
Work Experience

Morgan Stanley
Senior Portfolio Manager, Financial Advisor
Sat Jan 01 1983 00:00:00 GMT+0000 (Coordinated Universal Time) — Present