Lee is a Senior Client Service Associate with Waverly Advisors. Lee has been with the company since December 2022 when Sandifer Wealth Management merged with Waverly.
As a Client Service Associate, Lee prides herself on delivering the highest level of personal service to our clients. In addition, Lee also serves as our Compliance Liaison for our Mobile location. Lee earned a Bachelor of Science in Sociology from Spring Hill College. She joined Sandifer Wealth Management in April 2015, with an extensive background in both the social work and paralegal fields. Outside of the office, Lee enjoys spending time with her daughter and two sons.