Patrick Lee CFP® | Wealth Advisor | Mercer Advisors

Patrick Lee

CFP®
Wealth Advisor

I take care of the financial complexities to help you live freely, knowing your future is guided with clarity and care.

Meet Patrick

Patrick is a Wealth Advisor and CERTIFIED FINANCIAL PLANNER® professional at Mercer Advisor since 2024. He helps clients achieve their financial goals through education and strategic planning. He aims to help clients feel informed and confident in their financial decisions. A graduate of Eastern Michigan University, Patrick draws on his experience at Morgan Stanley to bridge the gap between academic theory and practical application, making complex financial concepts accessible. 

Patrick’s specialties

At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Patrick has focused experience in these areas:

His working style

Patrick is deeply client-focused, placing his fiduciary responsibility at the heart of every decision. Known for his friendly demeanor, energetic approach, and proactive communication style, he thrives on building long-term partnerships rooted in a deep understanding of each client’s unique priorities. He takes the time to truly listen, ensuring he understands your situation from every angle. Whether you prefer to be hands-on or hands-off, Patrick adapts to your comfort level — providing guidance, clarity, and support every step of the way.

Patrick in real life

What makes you tick?

I grew up in Ann Arbor Michigan, in a family of teachers and nurses. I learned how helping and educating other people can give so much meaning to life.

What keeps you busy outside of work?

Most of my time outside work is dedicated to my family and friends. I love finding new gluten-free restaurants, and enjoy movies, and being on the water.

Favorite thing about where you live?

Lake Forest has a great small town feel in Southern California. We have local family owned restaurants, a Fourth of July parade, and can sit under the stars listening to the Pacific Symphony. I love being close to everything while being in a tight community.

Meet Patrick’s Teammates

At Mercer Advisors, we operate as a unified team. Get to know the teammates Patrick counts on — and how they work together to support you.
Grace Chyun

Grace Chyun

Sr. Client Service Specialist

What Patrick Says

Grace is truly exceptional, and clients consistently express how much they enjoy working with her. She brings a thoughtful, attentive approach to every interaction, ensuring each client feels supported and well cared for. Her dedication to service and ability to build genuine relationships make her an invaluable part of the team.

David Ricci

David Ricci

Regional Vice President

What Patrick Says

David excels at extending our team’s care and expertise to the friends and family of current clients. He ensures every new relationship begins with clarity and confidence, guiding referrals through a smooth and thoughtful onboarding experience. His approachable style and attention to detail make transitions seamless and welcoming.

Garrett Cauley

Garrett Cauley

Insurance Advisor

What Patrick Says

Garrett specializes in helping clients secure the right kind of insurance coverage — an area that’s often overlooked until it’s too late. With a proactive and thoughtful approach, he ensures that when life takes an unexpected turn, clients are prepared and protected. His attention to detail and commitment to client well-being make him an essential part of our team.

Evan Fingert

Evan Fingert

Associate Estate Planning Strategist

What Patrick Says

Evan plays a vital role in helping clients achieve their estate planning goals. Personable and approachable, he’s known for making even the most complex legal concepts easy to understand. Evan believes you shouldn’t need a law degree to have a meaningful estate plan.

Lorenzo Riley

Lorenzo Riley

Wealth Advisor, Director

What Patrick Says

Lorenzo plays a pivotal role in ensuring our team is fully equipped to meet the diverse needs of our clients. With the big picture always in view, he guides our efforts, removes obstacles, and keeps us aligned — allowing us to stay focused on what matters most.

Ready to learn more?