Lee Wells, CFP®, CRPC®
My Mission Statement
My Story and Services
Lee holds the Certified Financial Planner™ (CFP®) designation, the Chartered Retirement Planning Counselor℠ (CRPC®) credential, and a Master Planner Advanced Studies (MPAS®) designation—reflecting his deep commitment to advanced financial planning and lifelong learning.
Known for his thoughtful, relationship-driven approach, Lee is passionate about helping clients make informed decisions at every stage of life. He partners with them to build and preserve wealth with clarity, care, and long-term perspective.
Outside the office, Lee enjoys spending time with his family, boating along Florida’s waterways, and playing golf. He values quality time, meaningful relationships, and the opportunity to help others plan confidently for their future.
NMLS#: 1287164
Your goals, assets liabilities, and other important information are gathered and analyzed. I then use my perspective and experience with other unique clients like you to make recommendations on spending, giving, and living.
I take a holistic approach to bring virtually all the aspects of your financial life together. I use my analysis and experience to develop a customized plan for you.
This is paramount and I strive to ensure a successful retirement. I bring intense focus on this process. You have worked hard to get where you are at. Now it is up to me to help you live the retirement you have always dreamed of.
Let's discuss your options regarding retirement accounts with previous employers.
I work with companies to develop and manage their corporate retirement plans. Let me bring my experience and resources to the table to help take this burden off of you.
A lot of thought and planning go into a successful succession strategy. I can help you navigate the requirements of working with other professionals in addition to me to help achieve the results you want.
Helping you achieve your goals for an efficient transfer of wealth to future generations or charities is an area where I have experience and resources to help you.
I have the ability to offer you or your business a wide variety of lending solutions.
Based on your goals, assets and input, I create an investment strategy tailored to your unique needs.
I can help you by sharing my experience in helping other business owners just like you. I have ideas and strategies to help you grow or sell your business.
Modern Wealth Tools
Morgan Stanley has invested tremendous capital in technology to support clients and advisors. We offer best in class digital solutions for clients, highlighted below:
When you sign up for MSO, you can conveniently and securely manage your account online or on your mobile device.
The Morgan Stanley Mobile App gives you the same capabilities as Morgan Stanley Online – all from the convenience of your own phone. It also offers features to simplify your everyday finances.
With this service, you can view all your assets and liabilities together – whether held at Morgan Stanley or elsewhere – in one place for a comprehensive overview of your assets.
GPS is our financial planning software. It helps define what you want out of life, so we can create a financial framework to bring these goals to fruition.
With E-Authorization, you no longer need to sign a paper Letter of Authorization (LOA) to authorize a wire transfer request.
E-Sign is a digital, paperless alternative to the traditional means of obtaining signatures for necessary paperwork. There is no registration process to begin using E-Sign - all you need is a valid email address and phone number.
E-Delivery allows you to securely save, print, send and receive documents at any time from both Morgan Stanley Online and the Morgan Stanley Mobile App.
The Digital Vault allows you to build a centralized library for all of your documents using encryption.
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
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.
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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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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