Walton Lee

Walton S. Lee
Managing Director Financial Advisor Truist Investment Services, Inc.

3333 Peachtree Rd NE

3rd Floor,

Atlanta, GA 30326-1030

About me

Background

Walton Lee is a Financial Advisor and Managing Director with Truist Investment Services, Inc. He offers clients more than 32 years of financial services, retirement planning, estate planning and investment management experience. Walton specializes in a holistic approach to understanding each client’s financial goals and building an investment strategy specifically tailored to address those goals. Walton strives to consistently deliver top of the line service and continuously engages with clients as their families, needs and goals evolve.  

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

Education

BBA Finance
University of Georgia, Terry College of Business 1982 1986

Personal Interests

Walton and his wife, Paige, live in Atlanta, Georgia and have three children: Spencer, Murphy and Libby. In his spare time Walton enjoys hunting, fishing, traveling and golf.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • 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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • 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

Accomplishments

Gold Performance Excellence Award
Truist 2017
Gold Performance Excellence Award
Truist 2019
Gold Performance Excellence Award
Truist 2020
The Truist Gold Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.
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