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James M. Lee, ChFC®

James M. Lee, ChFC®

Managing Partner, Investment Advisor Representative, Financial Planner

James M. Lee is a Chartered Financial Consultant and managing partner of Metropolitan Wealth Advisors. He as been advising clients for over 30 years and is committed to forming lifelong relationships by developing customized strategies to prepare for any or all of life’s milestones. Recognizing that each client has individual needs, James is dedicated to understanding and appreciating individual situations before making recommendations.  

One of his passions is educating individuals on their financial choices. James believes the client education process is the key to making better financial choices. Utilizing a plan and having a portfolio strategy to achieve their personal financial goals is an ongoing process.  

In his spare time, James enjoys traveling with his wife, daughter, and two sons. Soccer is another one of his passions as he has been a travel soccer coach for 15 years.