Insight-based advice

The Gleeman Wealth Management Group

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Lee Evan Gleeman, CIMA

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IA
    • IL
    • KS
    • LA
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NJ
    • NM
    • NY
    • OH
    • PA
    • SD
    • TN
    • TX
    • VA
    • VT
    • WA

    Lee Gleeman is a Managing Director with UBS Financial Services Inc. and is a veteran in the financial services industry with over 30 years of experience. He provides comprehensive wealth management plans and implements customized investment solutions for his ultra-high net worth clients. Joining UBS in 2013, he provides solutions to complex situations by focusing on all aspects of investment strategy and asset allocation. He focuses on capital preservation, risk management, business succession and financial & estate planning. This allows Lee to develop long-term relationships with each of his clients and their families.

    Lee earned both a B.S.B.A in Finance and an MBA in Finance & Energy Management from Denver University. In 2000 Lee received the Certified Investment Management Analyst (CIMA®) designation from the Investment & Wealth Institute through coursework at the Wharton School of Business, University of Pennsylvania.

    Raised in Bayside Queens, New York, Lee relocated to Boca Raton, Florida, in 2002 with his wife Julie and their now three grown children – Jeffrey, Erica, and Dylan. In his free time, Lee enjoys a full fitness regime with an emphasis on cardio and strength training.

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Denver University, B.S.B.A. Finance
    • Denver University, MBA in Finance & Energy Management
    • Certified Investment Management Analyst®
    1800 North Military Trail
    Suite 300
    Boca Raton, FL 33431
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    Lisa McCoy

    Wealth Management Associate

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IA
    • IL
    • KS
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NJ
    • NM
    • NY
    • OH
    • PA
    • TX
    • VA
    • VT
    • WA

    Lisa McCoy is a Wealth Management Associate at UBS and joined the Gleeman Group in 2010. She has over 20 years of experience in the industry and handles the wealth planning, operational and compliance aspects of the Gleeman Group. Her knowledge of the financial markets, analysis and reporting of financial data, insurance, pension plans, estate plans, and cash flow management is critical to the team.  She also helps to build tailored wealth management plans and strategies.   Lisa received her BS from Florida Atlantic University, is Series 7, 63 and 66 registered, and is Life, Health and Variable Annuity insurance licensed.  Lisa currently resides in Lighthouse Point, Florida with her husband Kevin and their two children, Emily and Michael.

      • Florida Atlantic University, B.S.
        1800 North Military Trail
        Suite 300
        Boca Raton, FL 33431

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      Legacy—Wealth for others

      For needs that go beyond your own—to help you improve the lives of others

      What will your legacy be?
      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

      Learn more at ubs.com/wealthway.

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