Edward Lee

Senior Vice President, Wealth Management Advisor
NMLS #798916
10400 NE 4th St
Bellevue WA 98004
(425) 990.2173
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I believe wealth should be empowering, not intimidating. I’m committed to cultivating meaningful relationships with a select group of families and individuals who want to outsource the stress of managing their financial lives. Wherever you are, I’ll meet you there – whether you prefer to take a big-picture view of your wealth or want a deeper understanding with granular detail. I offer professionaI expertise, personably delivered.
Profile

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.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
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Jason Englehart
Wealth Management Lending Officer
NMLS #244098
Bank of America, N.A.
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Lyudmila Yanishak
Wealth Management Banking Specialist
Merrill
Austin Bertrand
Wealth Strategist
Merrill
About Merrill

Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Edward Lee is registered to do business in AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, KS, MA, MD, ME, MI, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.