Kerry D. Lee joined Financial Partners, LLC in Santa Fe, NM as a Wealth Advisor in 2011. He started his financial career with an investment management company that provided an outstanding foundation for a career as a Wealth Advisor. Interacting with clients and their financial advisors on a daily basis developed the framework for outstanding service and the investment philosophy that he employs in his practice today.
With over 15 years of financial industry experience, Kerry puts the needs of his clients first by developing portfolios that are designed to manage the goals of each individual client. This is done through informative conversations with the client where goals and risk tolerances are reviewed and discussed to develop strategies with the objective to improve wealth, protect assets, and meet the individual need of the client.
His focus is on developing strategies for the financial future of his individual and corporate clients.
Kerry is happily married to his wife Cynthia and has a young son who loves the outdoors. Away from business he enjoys cycling, golf, hockey, outdoor activities, snow sports and spending time with his family and friends.
He is a member of the Santa Fe Chamber of Commerce and the Elks. He also serves on the Board of the Santa Fe Children's Museum and the Investment Committee of the Folk Art Market.
In 1989, Kerry received a Bachelor of Arts in History from the University of Redlands located in Redlands CA. In addition to his history degree, he holds the FINRA Series 7 registration with LPL Financial. He also holds 66 securities with LPL Financial and Financial Partners. Kerry also holds the Life, Accident, Health and Variable Contracts Insurance Licensing in the State of New Mexico and the CRPC (Chartered Retirement Planning Counselor) designation. (CRPC conferred by College for Financial Planning).