Francis (“Fran”) Lee is a wealth advisor for RWA Wealth Partners. In this role, Fran meets with current and potential clients to discuss investment philosophy and process; develops and implements his clients’ investment objectives; and establishes ongoing portfolio recommendations based on market environment, tax considerations and individual client objectives. He brings over 25 years of experience in the financial services industry and works closely with individuals and multigenerational families. Fran and his team collaborate with our investment team, tax professionals and estate planners to provide clients with a personalized, seamless experience.

Before joining RWA Wealth Partners, Fran served as regional director at Avantax Investment Services, where he helped grow the firm’s client base and expanded its services to meet the needs of high-net-worth individuals, He previously held the position of vice president at Fidelity Investments, where he gained extensive experience working in both retail and institutional settings.

Fran received a B.A. from Stonehill College and is a CERTIFIED FINANCIAL PLANNER^® professional. He resides in Milton, MA, with his wife and three daughters. Fran enjoys spending time with his family while staying actively involved in the local community.