Meghan Lee, CFP®
Wealth Manager
Office: Boston, MA
Team: Wealth Management
Education & Certificates
B.S., Babson College
Certified Financial Planner™
Professional Background
I began my career as an Associate at Boston Private (now SVB) supporting the Commercial Bank and Wealth groups. From there, I joined CW Advisors in 2019. I have been with the firm ever since, now working as a Wealth Manager to support client's financial planning goals and helping them unlock new possibilities for their wealth.
Personal Interests
In my free time I am most likely doing the following: spending the day outdoors exploring the city, baking something up in the kitchen, taking a workout class, watching a Boston sports game, or getting together over drinks with family and friends...or some combination of the above!