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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Lee Mccarthy

Financial Advisor

Lee has over 15 years of experience in financial services industry. He has transitioned to a Financial Advisor in our Brookfield office after working as a Wealth Strategy Associate in our Milwaukee office for the last 5 years. Prior to moving into private wealth management, he was working with an institutional fixed income sales team in one of our New York offices. Lee has obtained his Series 7, 63, and 66 securities licenses and his working towards becoming a Certified Financial Planner. He earned a B.A. in finance from University of Rhode Island.

In his free time, Lee enjoys golfing, running and spending time with his wife, Erin and their three boys (Declan 7, Cormac 5, and Seamus 2).

Registered States:
  • AZ
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • IL
  • KY
  • LA
  • MA
  • ME
  • MI
  • MN
  • NC
  • NJ
  • NM
  • NY
  • OH
  • SC
  • SD
  • TN
  • TX
  • WI

Education

  • B.A. in Finance, University of Rhode Island
17335 Golf Parkway
Suite 525
Brookfield, WI 53045
  • (262) 794-0851

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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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As of 06/30/2024

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