Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Financial Advisor
Lee Ann joined the Cunningham King Wealth Management Group after a successful career at BlackRock in Princeton, New Jersey, where she assisted Financial Advisors with investment selection and risk analysis. A native of Louisville, she attended Assumption High School, where she played volleyball and earned a scholarship to Rice University. Lee Ann was a triple-major in Policy Studies, Political Science, and Spanish while earning All-American honors as a varsity athlete. She attended Duke’s Fuqua School of Business, where she earned her master’s degree and competed on the Women’s Rowing team.
She holds the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses. Lee Ann also obtained the Certified Investment Management Analyst® (CIMA®), the Certified Exit Planning Advisor® (CEPA®) and the Accredited Asset Management Specialist™ (AAMS®) designations.
Education
Financial Advisor
Lee Ann joined the Cunningham King Wealth Management Group after a successful career at BlackRock in Princeton, New Jersey, where she assisted Financial Advisors with investment selection and risk analysis. A native of Louisville, she attended Assumption High School, where she played volleyball and earned a scholarship to Rice University. Lee Ann was a triple-major in Policy Studies, Political Science, and Spanish while earning All-American honors as a varsity athlete. She attended Duke’s Fuqua School of Business, where she earned her master’s degree and competed on the Women’s Rowing team.
She holds the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses. Lee Ann also obtained the Certified Investment Management Analyst® (CIMA®), the Certified Exit Planning Advisor® (CEPA®) and the Accredited Asset Management Specialist™ (AAMS®) designations.
Education
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
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