Merrill Lynch Financial Advisor David Lee

Financial consultant

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Services Offered

Investment advice
Financial planning
Investment management

About

David Lee is a financial advisor based in La Jolla, California, affiliated with Merrill Lynch. He provides investment advice and strategies tailored to align with clients' life goals, risk tolerance, time horizon, and liquidity needs. David specializes in comprehensive financial planning and investment management, ensuring that his clients receive personalized guidance. His practice is dedicated to helping individuals and families navigate their financial journeys effectively.

Reviews

Location

7825 Fay Ave Suite 300, La Jolla, California

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Contact This Advisor

Business Information

Address

7825 Fay Ave Suite 300
La Jolla, California 92037

Phone

+1858-456-3646

Website

https://advisor.ml.com/sites/ca/lajolla-pwm/nl_group

Business Hours

Contact for business hours