Bruce K. Lee Founder of Keeback Wealth Management Company - PowerPoint PPT Presentation

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Bruce K. Lee Founder of Keeback Wealth Management Company

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Bruce K. Lee is the founder and CEO of Keebeck Wealth Management, an independent wealth management firm based in Chicago, Ill and a member of the Dynasty Financial Partners Network of independent advisory firms. – PowerPoint PPT presentation

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Title: Bruce K. Lee Founder of Keeback Wealth Management Company


1
Bruce K. Lee Founder of Keeback Wealth
Management Company
2
CEO of Keebeck
Bruce K. Lee is the founder and CEO of Keebeck
Wealth Management, an independent wealth
management firm based in Chicago, Ill and a
member of the Dynasty Financial Partners Network
of independent advisory firms.
3
Bruce K. Lee - Key Functionalities
Financial Advisor Founder and CEO of
Keebeck Wealth Advisor
4
Leader in Financial Planning Industry
Bruce K. Lee is a financial advisor who made a
name for himself as a leader in the financial
planning industry. As a company leader, he has
counseled several clients giving them the tools
they need to grow and handle wealth.
5
Disruptor in Wealth Management Industry
Keebeck Wealth Managements moniker is based on
CEO and founder Bruce K. Lees Korean given name,
Keebeck, which means to ascend. True to its
name, Keebeck has outperformed all expectations
becoming a disruptor in the wealth management
industry.
6
Investment Experience
Bruce K. Lee incorporates 33 years of investment
experience with an innovative approach that is
focused on intellectual capital, technology and
strategies that simplify complex planning.
7
Visit Links to Know More-
https//speakerhub.com/speaker/bruce-k-lee
https//muckrack.com/bruce-k-lee
https//www.td.org/user/about/BruceK.Lee
https//www.startus.cc/people/bruce-k_lee
8
THANK YOU
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