Chris Lee
Client Services Associate
Chris handles various client service matters ranging from new account paperwork to account deposits and withdrawals. Chris also assists with scheduling for seminars and in office appointments. He previously worked at Morgan Stanley Dean Witter and Paine Webber Investments assisting the vice president of the Washington DC branch office. Chris graduated from the University of Rochester with a Baccalaureate degree in Political Science.
 
chris.lee@rfsadvisors.com