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About Michael Lee
I'm Michael Lee, the owner of Michael Lee Strategy offering Wealth Planning and Investment Management as an IAR through Compass Financial. My focus is to offer comfort and clarity to pre-retirees and retirees by delivering a personalized, holistic strategy through the marriage of comprehensive financial planning and investment management.
A former Vice President in the Institutional Middle Markets group at Morgan Stanley, Michael is a sought after voice in the industry, appearing regularly on Fox Business, Fox News, Yahoo Finance, Newsmax TV, and other financial media.
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