Dennis Lee, CFA
My Mission Statement
My Story and Services
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world's most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
About Dennis Lee
Dennis Lee is a Senior Vice President, Wealth Management and Financial Advisor with The Hanes Haber Group at Morgan Stanley. For over two decades, he has helped high-net-worth individuals and families realize their vision for the future with comprehensive wealth management strategies.
After earning his B.S. from Sacred Heart University, Dennis went on to receive his M.B.A from Baruch College's Zicklin School of Business as well as the elite industry designation of Chartered Financial Analyst®. He began his career in wealth management in 1997 at Merrill Lynch. He joined UBS Financial Services in 2004 and in 2008, he joined Citibank's wealth management arm where he joined The Hanes Haber Group before coming over to Morgan Stanley in 2021.
Dennis sits on the financial planning committee & the investment committee of The Hanes Haber Group, focusing on providing clients with customized financial plans and personalized asset allocation strategies designed to help them balance risk and return. His approach begins with an intensive discovery process because only by developing a deep understanding of his clients' needs can he design a truly comprehensive plan to help address them. For Dennis, a financial plan is not a "set-and-forget" measure; instead, it's a living reference that grows alongside his clients. It's a guide they can turn to for measuring their progress, and for regaining an objective, long-term perspective –– which can be invaluable during volatile markets and life's challenging moments.
Outside the office, Dennis lives on Long Island with his wife and their two daughters. In his free time, he enjoys playing golf and spending time with his family.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
NMLS#: 1814601
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
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.
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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.
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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
