Brian Lee, CFP®
Senior Vice President,
Financial Advisor,
Guided Portfolio Manager
Direct:
(561) 243-2232(561) 243-2232
Toll-Free:
(800) 561-8115(800) 561-8115
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
Securities Agent: CA, CT, TN, NV, VT, OH, NY, NH, MA, SC, MI, IL, WY, WA, HI, FL, UT, NC, AZ, OR, NM, MT, MD, KY, IN, WI, MN, GA, AR, AL, CO, VA, TX, NJ, ID, PA, IA; General Securities Representative; Investment Advisor Representative
NMLS#: 1836602
NMLS#: 1836602
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Client Service Team
Ilona Fialkin - Senior Registered Associate
Phone:
(561) 243-2229(561) 243-2229
Email:Ilona.Fialkin@morganstanley.com
Ilona is a Senior Registered Associate. Her primary responsibilities are to provide services to high-net-worth clients and provide her strong administrative skills. She is firmly committed to long-term relationships and strives to deliver exceptional client service.
Ilona has been with Morgan Stanley for over 20 years and brings 40 years of industry experience. She holds her series 7 & 63 licenses. Her career began in the financial services industry in 1982 at Lehman Bros in New York City. She is originally from New York but has been living in South Florida for the past 20 years. Her children and family are her biggest priorities and joy in life. Additionally, Ilona loves giving back to people in need in her community and works with Feeding South Florida, Florence Fuller Foundation, and Boca Helping Hands.
Ilona has been with Morgan Stanley for over 20 years and brings 40 years of industry experience. She holds her series 7 & 63 licenses. Her career began in the financial services industry in 1982 at Lehman Bros in New York City. She is originally from New York but has been living in South Florida for the past 20 years. Her children and family are her biggest priorities and joy in life. Additionally, Ilona loves giving back to people in need in her community and works with Feeding South Florida, Florence Fuller Foundation, and Boca Helping Hands.
Perri Hazan - Registered Service Client Associate
Phone:
(561) 393-1840(561) 393-1840
Email:Perri.Hazan@morganstanley.com
Perri is a Registered Client Service Associate. She provides services to high-net-worth clients, processes requests, answers questions, keeps documentation accurate, and works on enhancing new and existing relationships. She also conducts introductions and tutorial sessions for Morgan Stanley Online, Morgan Stanley Mobile app, and Financial Plans.
Perri has been at Morgan Stanley for 2 years and brings 6 years of industry experience. She holds her series 7, 9, 10 and 66 licenses. Perri has a 2-year-old son that is the light of her life. Additionally, she enjoys being with family and friends and spending time in nature. Perri gives back to people in need by working with Feeding South Florida and Boca Helping Hands.
Perri has been at Morgan Stanley for 2 years and brings 6 years of industry experience. She holds her series 7, 9, 10 and 66 licenses. Perri has a 2-year-old son that is the light of her life. Additionally, she enjoys being with family and friends and spending time in nature. Perri gives back to people in need by working with Feeding South Florida and Boca Helping Hands.
Location
4855 Technology Way
Suite 600
Boca Raton, FL 33431
US
Direct:
(561) 243-2232(561) 243-2232
Toll-Free:
(800) 561-8115(800) 561-8115
Fax:
(561) 243-2250(561) 243-2250
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Brian Lee today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
