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Our financial advice team


David Lee Ameriprise Financial Advisor

David Lee

Financial Advisor

Heritage Wealth Advisors
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Tax Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Saving for Education

Interests

I enjoy sports, golfing, and spending time with my family.

Community participation

I serve on the board of directors and am the treasurer for Kin On Health Center, a local non-profit nursing home. I am also the Assistant Scoutmaster for Boy Scouts Troop 252.

Education

  • University of Washington - Bachelor of Arts in Business Administration
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