After receiving a Bachelor of Arts Degree in English from Worcester State University, Lee spent a few years gaining valuable experience within the financial industry. He also attended the University of Wisconsin-Madison School of Business. At Wisconsin, Lee achieved his CMA degree, which helped refine his business skills. In addition, he also gained sales experience while working for a large credit union and several mortgage companies for 17 years before obtaining his securities and insurance licenses and joining Waddell & Reed as a Financial Advisor in 2012. He continues to help his clients develop investment and financial plans as they pursue their financial goals for today, tomorrow and for a lifetime.