Zachary Lee
Financial Advisor
Zachary Lee is passionate about helping clients achieve financial clarity and confidence. Since joining StoneX Wealth Management in 2020 and advancing to the Private Client Group in 2022, Zach has focused on building long-term relationships rooted in trust, education, and personalized service.
He holds both a Bachelor of Science in Finance and a Master’s in Financial Planning from The University of Alabama, and is preparing for the CFP® exam to further strengthen his ability to serve clients at the highest level. Zach maintains the Chartered Retirement Planning Counselor℠ designation and holds FINRA Series 7, 65, and 66 licenses.
Based in Birmingham, Zach serves clients not only across Alabama but also around the globe. His clients appreciate his approachable style, his ability to simplify complex strategies, and his commitment to putting their goals at the center of every decision.
Outside the office, Zach values time with his family and friends, and he stays active in the community by coaching youth baseball and basketball.
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With a legacy spanning over 100 years, StoneX offers financial services and cutting-edge tools designed to build and safeguard your wealth and ensure your financial well-being.
Experience
With a legacy spanning over 100 years, StoneX offers financial services and cutting-edge tools designed to build and safeguard your wealth and ensure your financial well-being.
Commitment
Our mission is to provide you with world-class independent wealth management products and services that help grow your business in a way that is best for you and your clients.
Expertise
Whether you’re planning, navigating complex financial decisions, or simply seeking peace of mind, we’re here to provide you with seasoned guidance and personalized solutions.
Our office
The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. Wealth management services are offered through StoneX Wealth Management, a trade name used by StoneX Securities Inc., StoneX Advisors Inc. and Trust Advisory Group, Ltd. Securities products are offered through StoneX Securities Inc., member FINRA/SIPC. Investment advisory services are offered through StoneX Advisors Inc. and Trust Advisory Group, Ltd. StoneX Securities Inc., StoneX Advisors Inc. and Trust Advisory Group, Ltd. are wholly owned subsidiaries of StoneX Group Inc. (NASDAQ: SNEX). StoneX Group Inc., through its subsidiaries, connects clients them with institutional-grade market access, end-to-end clearing and execution, and high-touch expertise.
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