Zachary Lee

Zachary Lee

Zachary Lee joined the StoneX Wealth Management Private Client Group in May of 2022 to help expand the private client group and to offer top-notch service to clients. He has been working for StoneX Wealth Management for over two years, previously working in an Advisor Support role. Zach is Series 65 licensed and his goal is to continue to build his financial knowledge and sit for the CFP exam. Zach is focused on servicing clients and building relationships. Zachary was born and raised in Tuscaloosa, Alabama. He graduated from The University of Alabama in May of 2019 with a B.S. Degree in Finance. Shortly following graduation, Zach pursued a master’s degree in financial planning from the University of Alabama and graduated from the program in August of 2021. Zach enjoys coaching basketball at Brookwood High School, traveling, and spending time with friends and family when he is away from the office.

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