Lee Brill is a Senior Client Consultant with Waverly Advisor’s Tampa office.
He specializes in providing personal financial planning, portfolio management and estate planning to high net worth individuals and families. Lee brings more than 20 years of wealth management experience to the Firm. Lee holds Accredited Asset Management SpecialistSM (AAMS®) and Accredited Wealth Management AdvisorSM (AWMA®) designations, both of which require rigorous studies, exams and a promise to adhere to Standards of Professional Conduct. Lee lives in Tampa with his two children.