Edward Lee

Ed brings more than 25 years of wealth management, commercial banking, and lending experience to client relationships. He joined Merrill in 2016, transitioning from a banking career to an ever-evolving Wealth Management Advisor role where he can work more closely with clients over the long term.

Ed works primarily with business owners, technology executives, and the next generations of their families, including some who are starting businesses and creating their own wealth. He seeks to be a source of calm for clients as he helps them navigate the financial complexities of their busy contemporary lives.

Ed’s investment approach is tailored to his clients’ needs. As a qualified Portfolio Manager within Merrill, he constructs his own portfolios primarily comprised of carefully selected third-party managers.

Ed earned a B.S. degree in chemistry at the University of Washington, paying for his education through a variety of jobs including door-to-door book sales. He graduated with honors from the Pacific Coast Banking School. Throughout his career, he has pursued professional credentials that he believes add value for clients. He is a Chartered Financial Analyst® (CFA®) charterholder and holds the Certified Private Wealth Advisor® (CPWA®) designation.

Ed appreciates the importance of a robust, affordable healthcare system. He was the beneficiary of public healthcare following a life-changing bicycle accident in college. Since then, he has given back to the healthcare community by serving on the board of directors of HealthPoint, a nonprofit community health center. He now serves as its Chair. Ed keeps fit with spin classes and recharges by reading and listening to music. He and his family live on Mercer Island.

^{*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.}