Experience

Makes all the difference

Managing wealth has never been more complex. In today’s environment, clients require a wealth management team that understands these unique challenges, and can deliver coordinated solutions to help meet them.

Accordingly, The Gleeman Group at UBS provides a central point of access to world class financial services both within and outside our firm. We manage and organize these solutions to simplify our client’s financial lives. Our clients derive great confidence and comfort from this synchronized approach.

Moreover, wealth management is not a static endeavor. Because the world is constantly changing, our approach to wealth management is dynamic. While each of our clients has a strategic plan that is focused on long-term goals, we vigilantly review changing conditions and respond proactively.

The Gleeman Group prides itself on tailoring each plan and investment recommendation to the client’s specific goals and objectives. By integrating UBS’s Consulting Group research into our recommendations, we strive to develop a customized investment program that will meet each client’s investment objectives. We believe in honor, respect and compassion and a consistent dedication to all of our clients.

We are committed to serving the needs of our clients, by helping them preserve and create wealth, and assisting them in turning their goals into reality. As our relationship builds over time, we will be able to anticipate changing circumstances and advise on appropriate investment strategies. We will deliver this service with the highest standards of integrity and with devotion to our clients needs.

If you would like to bring organization to a complex world, you may appreciate the dynamic, comprehensive and attentive approach you will experience with The Gleeman Group.

Lee Evan Gleeman, CIMA

Managing Director–Wealth Management

Financial Advisor

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.

Registered States:
  • 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
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Denver University, B.S.B.A. Finance
  • Denver University, MBA in Finance & Energy Management

Credentials

  • Certified Investment Management Analyst®
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

Email Me

Lisa McCoy

Wealth Management Associate

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.

Registered States:
  • 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

Education

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

Email Me