Lee joined Coastal Wealth Management as the Director of Client Relations in 2016. She brings a unique blend of expertise and passion for building meaningful relationships. Lee’s career began in physical therapy where she enjoyed fostering connections with clients and understanding their needs. This passion for relationship-building seamlessly transitioned into her current role at Coastal Wealth Management, where she is dedicated to ensuring our clients receive exceptional service and support. She believes that strong relationships are the foundation of successful financial management and strives to create an environment where clients feel valued and understood.
EDUCATION & FAMILY
Lee’s academic journey began at the College of Charleston and culminated in a master’s degree in physical therapy from the Medical University of South Carolina. Lee lives in Mount Pleasant, South Carolina with her husband and three children and dog. She enjoys spending time outdoors, whether it's fishing, biking, or simply enjoying nature. Additionally, she has a penchant for decorating for the holidays and loves attending live music events, which bring joy and inspiration to her life.