Photo of Zachary Lee, Financial Advisor at StoneX Wealth Management

Zachary Lee

Financial Advisor

205-414-7395
[email protected]

Zachary Lee joined StoneX Wealth Management in 2020 as an advisor support associate. In 2022, Zach joined the Private Client Group to help expand the in-house advisor group and offer top-notch services to clients. Zach’s continued focus is servicing clients and building relationships; with future goals to sit for the CFP exam. He was born and raised in Tuscaloosa, Alabama. He graduated from The University of Alabama with a B.S. Degree in Finance and a master’s degree in financial planning. Zach currently holds a CRPC designation as well as his Series 7,63, and 65 licenses. Zach enjoys coaching basketball at Brookwood High School, traveling, and spending time with friends and family when he is away from the office.

The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. Wealth management services are offered through StoneX Wealth Management, a trade name used by StoneX Securities Inc., StoneX Advisors Inc. and Trust Advisory Group, Ltd. Securities products are offered through StoneX Securities Inc., member FINRA/SIPC. Investment advisory services are offered through StoneX Advisors Inc. and Trust Advisory Group, Ltd. Trust Advisory Group, Ltd. is a wholly owned subsidiary of StoneX Advisors Inc. StoneX Securities Inc. and StoneX Advisors Inc. are wholly owned subsidiaries of StoneX Group Inc. (NASDAQ: SNEX). StoneX Group Inc., through its subsidiaries, connects clients them with institutional-grade market access, end-to-end clearing and execution, and high-touch expertise.

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All investments involve risk, including loss of principal. Past performance of any security, option, or strategy is not indicative of future success. Consider your personal financial situation, including your risk tolerance, before investing. StoneX Wealth Management does not provide tax advice.

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