M&A advisers

ListAlpha's guide to top M&A Advisers
Focus on mid-market and large-cap advisory firms for PE clients

Gavin Lee

Partner, Financial Advisor
Raymond James
United States
LinkedIn profile link

Bio

Gavin Lee is a Partner and Financial Advisor at Raymond James, based in the United States. He has been with Raymond James since May 2019. Prior to joining Raymond James, Gavin served as First Vice President - Investments and Fundamental Choice Portfolio Manager at Wells Fargo Advisors from March 2004 to May 2019.

Gavin's extensive career in financial services also includes roles at Merrill Lynch as Assistant Vice President - Senior Financial Advisor from 1996 to 2004, Prudential Financial Services as Assistant Sales Manager - Agent from 1994 to 1996, and MassMutual as an Insurance Agent from 1992 to 1994.

Gavin is based in Pasadena, California.

Tags

Financial Services
Investment Management
Wealth Management
Insurance
Banking

Experience

Raymond James
Partner, Financial Advisor
2019-05-01
Wells Fargo Advisors
First Vice President - Investments, Fundamental Choice Portfolio Manager
2004-03-01
2019-05-01

Request a demo of ListAlpha

We tailor your onboarding experience to match what you're looking for. Tell us more about yourself and your team to help us out.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
DenyAccept All