Hero image for Connell Lee

Financial planning for Black professionals in Washington, DC

Supporting federal employees and Black professionals with financial literacy, retirement planning, tax-aware strategies, and long-term wealth building.

Connect with me today.

Advisor photo for Connell Lee

Connell Lee

APMA®, CFP®

Financial Advisor
CERTIFIED FINANCIAL PLANNER® professional
A financial advisory practice of Ameriprise Financial Services, LLC

Named a Five Star Wealth Manager, 2025

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Black Financial Advisor...
2025 Elite Achievement...
Connell Lee Menu of...
Meet Connell Lee, Black...
Connell Lee Podcast
Black Financial Advisor in D.C. & Virginia

As a Black financial advisor serving D.C., Maryland, and Virginia (DMV), I understand the unique challenges individuals face. With a background in accounting and experience working with federal employees and contractors, I provide financial guidance that’s both personal and practical.

My journey began while interning with the federal government, where I saw many hardworking individuals lacked access to sound financial planning. That experience shaped my mission: to help bridge the gap in financial literacy in my community. My belief is simple: “People perish for lack of knowledge.” When you know better, you can do better.

Rooted in values like spirituality, integrity, happiness, and family, I help clients define success on their own terms and create clear, actionable financial plans. Whether you're preparing for retirement, managing investments, or reducing money stress, my goal is to help you live with more confidence and joy.

I am passionate about empowering professionals and families to build generational wealth through education and transparency. If you’re looking for a Black financial advisor who understands the unique challenges Black professionals face, I offer guidance that respects your goals and values, helping you make informed financial decisions.


Connect with me today!
2025 Elite Achievement Advisor Award (AAAA)

I’m honored to be recognized with the 2025 Elite Achievement Advisor Award from the Association of African American Financial Advisors (AAAA). This award represents more than personal success, it reflects the shared commitment to financial empowerment and excellence within our community. I’m deeply grateful to my clients for their trust, to the Black Empowerment Advisor Community Network (BEACN) for its leadership, and to my team at Kuttin Wealth Management and Ameriprise Financial for fostering growth, integrity, and service. As a Black financial advisor, I’m committed to advancing financial literacy, wealth-building, and generational prosperity for African American families and professionals.

Connell Lee Menu of Services
Connell Lee Menu of Services
Meet Connell Lee, Black Financial Advisor
Connell Lee, financial advisor at Kuttin Wealth Management, provides personalized retirement, asset protection, and legacy planning guidance.
Connell Lee Podcast
Law Talk with Ethel Michell Episode 76 Featuring Financial Advisor Connell Lee, CFP®, APMA™
chevron_left chevron_right

Featured insights