All Press Releases for October 30, 2014

James M. Lee Oversees Daily Business of Wealth Management Firm

James Lee retains clients by meeting their financial needs and providing Concierge level service.



James M. Lee has been given the Five Star Wealth Manager recognition award.

    ELLICOTT CITY, MD, October 30, 2014 /24-7PressRelease/ -- Partner and Financial Advisor of Metropolitan Wealth Advisors, James M. Lee has been recognized for showing dedication, leadership and excellence in wealth management.

Metropolitan Wealth Advisors is a wealth management firm that specializes in helping people tackle everyday financial goals. Advisors of the firm offer strategies in planning for retirement, reducing taxes, life insurance, estate planning and asset management.

Mr. Lee has 22 years of experience in the financial services industry. His areas of expertise include asset management and financial planning. Recognized for his work, Mr. Lee has been named a Chairman's Council Qualifier, a President's Conference Qualifier and a Leaders' Conference Qualifier by Metlife, the parent company of Metropolitan Wealth Advisors. He has also been given the Five Star Wealth Manager recognition award.

He was recently inducted into Worldwide Registry for his accomplishments. In his spare time, he coaches travel soccer as a nationally licensed coach and volunteers for the Maryland Food Bank. In the coming years, Mr. Lee will continue growing his team in order to provide his clients the best possible experience.

Metropolitan Wealth Advisors has three offices. Elkridge, MD, Rockville, MD and Falls Church, VA.

For more information about Metropolitan Wealth Advisors, visit www.metropolitanwealthadvisors.com.

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Ellen Campbell
Worldwide Registry
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United States
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