I'm Paige Lee

Wealth Advisor, CFA®, CFP®, CSRIC®

Greater Seattle Team

  • merriman-icon-tick-circle

    Joined Merriman in 2019 as a Wealth Advisor

  • Chartered Financial Analyst®, CFA®

  • CERTIFIED FINANCIAL PLANNER™ professional, CFP®

  • Chartered SRI Counselor™, CSRIC®

  • Bachelor of Business Administration from the University of Notre Dame, with majors in Finance and Psychology

Meet with Paige
Email Me
206-838-1563
LinkedIn
Paige Lee_secondary_1420

About Paige

Paige worked in the tech industry for several years and is passionate about helping tech employees and other mid-career professionals bridge the gap between their intentions and actions.

Paige recognizes that money is incredibly personal and strives to create an open and non-judgmental space where you can invest with your values and make progress towards your goals.

Let's Meet
Email Me

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