Raymond S. Lee, CLU®, CFP®

Financial Representative

Our team exists to unapologetically drive our clients to make legacy-minded decisions that change the narrative for future generations.

Whether you are a client looking to access your accounts or a prospective client doing a little homework on our team, we hope that the content here helps you to:

  • Discover a financial planning team that understands and operates in the financial consulting landscape, working with professionals on both the buy- and sell-side oftransactions as well as start-up organizations.
  • Connect with financial planning professionals that understand the both the opportunities and risks involved as a medical professional that owns & operates their own practice, especially as a dentist or oral surgeon, and as a practitioner with a unique & highly desired specialty.
  • Understand how comprehensive financial planning can impact the lives of start-up founders and advisors as they prepare for new funding rounds or successful exits.
  • Uncover the power of a robust financial plan as a business owner in the manufacturing industry.
  • Meet Ray Lee and his team and learn the impact they and Northwestern Mutual can have on you, your family and generations to come.

Please don't hesitate to reach out for any reason. We would love to get to know you. You can give Ray a call on his office line or email him at ray.lee@nm.com.

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4 Key Things to Know About the Coronavirus Stimulus Bill

To bolster the economy and help Americans impacted by the coronavirus, Congress is working on an historically large relief plan. Read more.

Why Market Volatility Doesn't Affect Northwestern Mutual's Strength

Northwestern Mutual’s Chief Financial Officer, Mike Carter; Chief Investment Officer, Ron Joelson; and Northwestern Mutual Wealth Management Company Chief Investment Strategist, Brent Schutte explain why, and how, Northwestern Mutual stays so strong through market turbulence. Read more.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck