Cynthia Schnack Lee, CFP®, CIMA®
Senior Vice President,
Financial Advisor,
Family Wealth Director
Direct:
(808) 525-6002(808) 525-6002
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Cynthia has over 30 years of experience in financial services. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Investment Management Analyst designation, awarded by the renowned Wharton School of Business at the University of Pennsylvania. Cynthia earned her BS in Economics from Arizona State University. Born and raised in Hawaii, Cynthia graduated from Punahou School.
Cynthia began her financial career at E.F. Hutton Brokerage Firm in Palo Alto, California. In 1991, she returned home to Hawaii, joining First Hawaiian Bank as a trust officer. Cynthia earned her certificate in Personal Trust Services, which led to her serving as Director of Philanthropy for the Hawaii Community Foundation. Cynthia worked with high net worth individuals on creative giving strategies as well as establishing foundations and endowments. In 2001, Cynthia joined Morgan Stanley Smith Barney as Vice President in Wealth Management from 2001-2011, before transitioning to Wells Fargo, where she spent ten years as a Senior Vice President. Now Cynthia has returned to the Morgan Stanley fold as a Senior Vice President and Family Wealth Director.
Cynthia lives in Nuuanu, with her husband, Richard, a Punahou School classmate and Real Estate Executive, and their two children.
Experience:
• 2021 – present Morgan Stanley Smith Barney, Senior Vice President, Financial Advisor, Senior Portfolio Manager & Family Wealth Director
• 2011 - 2021 Wells Fargo Advisors, Senior Vice President-Investments & Private Wealth Financial Advisor
• 2001 - 2011 Morgan Stanley Smith Barney, Vice President/Wealth Management
• 1994 - 2001 Hawaii Community Foundation, Director of Philanthropy
• 1991 - 1994 First Hawaiian Bank Trust Division, Trust Officer
• 1987 - 1991 Smith Barney (formerly EF Hutton), Senior Registered Associate
Education & Credentials:
• Certified Investment Manager Analyst, Wharton Business School
• Trust School Graduate, Cannon Financial Institute
• Bachelor of Science in Economics, Arizona State University
Community Involvement:
• Hawaii Estate Planning Council, Honorary Board Member
• Boys & Girls Club of Hawaii, Board of Advisors
• Investment Management Consultants Association, Member
• Junior League of Honolulu, Member and Past Vice President
• USTA Junior Team Tennis, Volunteer Coach
Cynthia began her financial career at E.F. Hutton Brokerage Firm in Palo Alto, California. In 1991, she returned home to Hawaii, joining First Hawaiian Bank as a trust officer. Cynthia earned her certificate in Personal Trust Services, which led to her serving as Director of Philanthropy for the Hawaii Community Foundation. Cynthia worked with high net worth individuals on creative giving strategies as well as establishing foundations and endowments. In 2001, Cynthia joined Morgan Stanley Smith Barney as Vice President in Wealth Management from 2001-2011, before transitioning to Wells Fargo, where she spent ten years as a Senior Vice President. Now Cynthia has returned to the Morgan Stanley fold as a Senior Vice President and Family Wealth Director.
Cynthia lives in Nuuanu, with her husband, Richard, a Punahou School classmate and Real Estate Executive, and their two children.
Experience:
• 2021 – present Morgan Stanley Smith Barney, Senior Vice President, Financial Advisor, Senior Portfolio Manager & Family Wealth Director
• 2011 - 2021 Wells Fargo Advisors, Senior Vice President-Investments & Private Wealth Financial Advisor
• 2001 - 2011 Morgan Stanley Smith Barney, Vice President/Wealth Management
• 1994 - 2001 Hawaii Community Foundation, Director of Philanthropy
• 1991 - 1994 First Hawaiian Bank Trust Division, Trust Officer
• 1987 - 1991 Smith Barney (formerly EF Hutton), Senior Registered Associate
Education & Credentials:
• Certified Investment Manager Analyst, Wharton Business School
• Trust School Graduate, Cannon Financial Institute
• Bachelor of Science in Economics, Arizona State University
Community Involvement:
• Hawaii Estate Planning Council, Honorary Board Member
• Boys & Girls Club of Hawaii, Board of Advisors
• Investment Management Consultants Association, Member
• Junior League of Honolulu, Member and Past Vice President
• USTA Junior Team Tennis, Volunteer Coach
Securities Agent: NE, AZ, CA, CO, FL, HI, ID, MA, NC, NM, NY, OR, TX, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
733 Bishop Street
Suite 2800
Honolulu, HI 96813
US
Direct:
(808) 525-6002(808) 525-6002
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
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
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Cynthia Schnack Lee today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
CRC 6491812 (04/2024)