Lee Property Management, LLC
"what a service company should be"

Lee Property Management, LLC

Your link for Complete Asset Management

Financial Planning

Janine Olson, Financial Advisor, Morgan Stanley Smith Barney

As your Financial Advisor, will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As the relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs.

Additional Detail

Services:

• Financial Planning

• Retirement Planning
• 401k Rollovers
• Education Planning
• Business Planning

Business Experience

• 2008 - Present: Morgan Stanley Smith Barney*
  Financial Advisor
  Waltham, MA
• 2006 - 2008: Morningstar
  Chicago, IL
• 1996 - 2006: Fidelity Investments
  Boston, MA
• 1994 - 1996: Securities America, Inc.
  Omaha, NE

Education and Licensing

• Bachelor of Arts (cum laude), International Studies - Colby College, 1993
• Series 7, 63, 65 & 66 Licensed
• Life & Health Insurance Licensed

Need More Information?

For more information  email Janine directly here for a no obligation discussion or click here to visit site.