Our Team

Jeffrey Lee



Client Services Coordinator

[email protected]

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Jeffrey has been working alongside advisor Robert Avey as a Client Services Coordinator since 2016 and plays an integral part of his business operations. Since graduating from University of California, Irvine in 2013, he has worked for a variety of wealth management firms in the Financial Services industry. He holds his Series 7 and 66 securities registrations as well as his CA insurance License 0K19350.

 

Jeffrey was born and raised in the Bay Area and currently resides in Alameda. He remains a loyal 49ers and Warriors fan and enjoys playing football and basketball in his free time. Hawaii is like a second home to him after many years of traveling there with his family. He once called Italy his home while studying abroad in Rome during his time in college. His other passions include playing drums and snowboarding in Lake Tahoe with his friends and family.

 

 

 

  • Summit Financial Group, LLC All Rights Reserved

Summit Financial Group, LLC All Rights Reserved

2000 Crow Canyon Place Suite 450, San Ramon, CA 94583 925-866-7800

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