Skip to main content

Adam Lee,
CFP®

Wealth Advisor

Adam began his wealth management career in 2013. Prior to joining Mercer Advisors, he held positions with Morgan Stanley, TD Ameritrade, and most recently Kays Financial Advisory Corporation. He helps high-net-worth families manage their wealth through comprehensive financial planning and investment management. Adam is a graduate of Indiana University with a B.S. from the Kelley School of Business and he is a CERTIFIED FINANCIAL PLANNER® practitioner. He lives in Atlanta with his wife and two children.

arrow-left arrow-right

Talk to Us.