William Lee's Colleagues at Montag Wealth Management
William Lee's Contact Details
HQ
404-522-5774
404-522-5774
Location
Atlanta,Georgia,United States
Atlanta,Georgia,United States
Company
Montag Wealth Management
Montag Wealth Management
William Lee's Company Details
MONTAG is an Atlanta-based independent investment management firm specializing in the management of investment portfolios for a broad array of individuals and families, foundations, and other endowed institutions. Since the firm's founding in 1982, we have operated independently, without affiliation with any brokerage firms, mutual fund companies, banks, or other financial institutions. The firm is registered with the U.S. Securities and Exchange Commission as a Registered Investment Adviser (RIA).
Frequently Asked Questions about William Lee
William Lee currently works for MONTAG Wealth Management.
William Lee's role at MONTAG Wealth Management is Director Of Marketing Operations.
William Lee's email address is ***@montagwealth.com. To view William Lee's full email address, please signup to ConnectPlex.
William Lee works in the Financial Services industry.
William Lee's colleagues at Montag Wealth Management are Chris Guinther, Brendan Wagner, Marianne Shutzberg, Ned Montag, John Montag, Olga Lee, Pamela Couch and others.
William Lee's phone number is 404-522-5774