Nancy Lee

Nancy Lee
Managing Director Financial Advisor Investment Services Group Truist Investment Services, Inc.

3400 East-West Hwy

Hyattsville, MD 20782

Nancy.Lee@Truist.com

Phone 301-985-1137

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About me

Background

Nancy Lee is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 30 years of financial services, retirement planning, and investment management experience. Her goal is to help clients maintain their current lifestyles and prepare for the future through sound financial investment planning.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Brigham Young University 1983

Personal Interests

Nancy enjoys hiking, pickleball, golf, and biking and also can speak and understand Spanish.

Specialties

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

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