Lawrence Lee
Registered Client Service Associate
Phone:
(415) 984-6536(415) 984-6536
Stefan Madjarov, CFA®
Executive Director,
Financial Advisor
Direct:
(415) 984-6535(415) 984-6535
My Mission Statement
You built something meaningful. Now let's design what comes next.
Wealth is the tool—not the destination. Most advisors manage portfolios. I design wealth to compound toward your next chapter: the time you get back, the purpose you pursue, the impact you leave behind.
I work with founders and operators at every stage of their journey—pre-exit, post-liquidity, scaling. We've mapped the pathways. We know where they lead.
Wealth is the tool—not the destination. Most advisors manage portfolios. I design wealth to compound toward your next chapter: the time you get back, the purpose you pursue, the impact you leave behind.
I work with founders and operators at every stage of their journey—pre-exit, post-liquidity, scaling. We've mapped the pathways. We know where they lead.
My Story and Services
For over a decade, I worked at the intersection of capital and entrepreneurship. I observed a clear pattern: the founders who preserved and compounded their wealth long-term weren't necessarily the ones with the largest exits. They were the ones who understood the inflection points—the specific decisions that determine whether a $50M windfall compounds to $250M or erodes to $20M.
The Gap We Identified
Institutional wealth managers won't touch pre-liquidity founders (too small). Post-liquidity generalists have never guided the journey (they manage wealth, they don't help create it). Founders either DIY until crisis hits, or hire someone who doesn't understand what comes next.
I built my practice around that gap.
How We Work
I design wealth strategically: understanding your current stage, anticipating what changes at the next inflection point, and building architecture that compounds toward your vision—not just your next quarterly statement.
What We Design For:
Pre-Exit: Concentrate → Deploy Manage concentrated risk, optimize tax strategy, prepare for liquidity. You think through what comes after the exit while you're still building.
Post-Liquidity: Diversify → Direct Your Capital Move from concentrated risk to strategic capital allocation—where every dollar serves your priorities.
Scaling: Compound → Compound Strategically Manage multiple assets, business interests, family values. Ensure your wealth compounds toward the life you're designing—including family office infrastructure and multi-generational planning.
Securities Agent: NC, AK, TX, PA, NY, NV, ME, WY, SD, OH, MN, MA, KS, AR, VT, NJ, NE, TN, MS, AL, WV, NM, ND, LA, GA, AZ, WI, WA, RI, MT, IA, DC, CO, VI, SC, PR, OK, KY, CA, UT, NH, FL, OR, IN, IL, HI, VA, MO, MI, MD, ID, DE, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 2691494
CA Insurance License #: 4263102
NMLS#: 2691494
CA Insurance License #: 4263102
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Process
As your dedicated financial advisors, we will tailor a personalized financial strategy that fits your needs. In our experience working with clients, we have developed a step-by-step approach to service.
Discovery
We take the time to fully understand you and your family – whether you’re planning for retirement, purchasing a home, or living out your golden years – We consider all of your challenges, goals, and aspirations when building your financial picture.
Forming Your Strategy
Using your life goals as our compass, we create a risk-balanced strategy which maps a clear path to achieving your success & reaching your goals
Implementing Your Plan
We apply extensive research and analysis, and also utilize Morgan Stanley’s full suite of resources, to ensure swift decisive action in all market scenarios.
Measuring Your Success
We check in with you to deliver metrics around your portfolio, and ultimately measure trajectory towards your goals. Our ultimate mission is your success and well-being.
SUITE OF DIGITAL TOOLS
Morgan Stanley Online
Morgan Stanley Online has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorization.
Total Wealth View
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you'll benefit from more informed wealth planning, secure data access and convenient connectivity.
Portfolio Risk Platform
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative risk engine used by several of the world's largest institutional asset managers. Providing you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.
MS Reserved Living and Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
The GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
On the Markets
Detailed Market commentary from Morgan Stanley's though leaders on topics such as global equities, fixed income, monetary policy and more.
What Should I Do With My Money
Listen to our newest podcasts where Morgan Stanley Financial Advisors answer real questions, from real people, about the most important aspects of client lives. We aim to give insight to the most common questions among our clients.
Improve Financial Literacy at Any Age
Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life. No matter your current priorities, a strong financial literacy foundation can help you meet your goals.
Required Minimum Distributions
Required minimum distributions (RMDs) are likely to play an important role in your finances in retirement. Planning ahead for what you want to do with the money may help reduce taxes and increase options for re-investing. Here's 8 things you should know.
Location
555 California St 35th
Floor
San Francisco, CA 94104
US
Direct:
(415) 984-6535(415) 984-6535
Meet My Team
About Lawrence Lee
Lawrence advises a sophisticated client base, including members of the start-up space, entrepreneurs, tech founders and executives, as well as non-profits and foundations. He is a trusted ally his clients can rely on to help transform success into a meaningful legacy, freeing them to focus on their busy professional lives.
A former professional basketball player, Lawrence understands the value of seasoned guidance in pursuing positive outcomes. He partners with each individual and organization to help them think comprehensively about the many aspects of their financial picture so they may work to optimize opportunities at hand. Lawrence orchestrates a team of specialists to inform his recommendations for investing, wealth planning, lending, cash management and more. He enjoys community building and connecting clients to others in his network to explore synergistic ideas.
Lawrence views his role in wealth management as a coach looking out for the best interests of the people and organizations he cares about. He enjoys ‘talking shop’ with his tech clients with his engineering background and discussing strategies to further the causes his non-profit clients work on.
Lawrence holds an MBA from the Haas School of Business at the University of California, Berkeley. He earned a BS from the California Institute of Technology, where he played NCAA basketball and double majored in Mechanical Engineering and Business Economics.
Originally from Hong Kong, Lawrence has spent considerable time helping young athletes in China foster a love for sport as well as supporting older student-athletes in recruiting for collegiate and professional opportunities. He is a teacher and coach at heart and explains financial literacy concepts in easy-to-understand terms.
A former professional basketball player, Lawrence understands the value of seasoned guidance in pursuing positive outcomes. He partners with each individual and organization to help them think comprehensively about the many aspects of their financial picture so they may work to optimize opportunities at hand. Lawrence orchestrates a team of specialists to inform his recommendations for investing, wealth planning, lending, cash management and more. He enjoys community building and connecting clients to others in his network to explore synergistic ideas.
Lawrence views his role in wealth management as a coach looking out for the best interests of the people and organizations he cares about. He enjoys ‘talking shop’ with his tech clients with his engineering background and discussing strategies to further the causes his non-profit clients work on.
Lawrence holds an MBA from the Haas School of Business at the University of California, Berkeley. He earned a BS from the California Institute of Technology, where he played NCAA basketball and double majored in Mechanical Engineering and Business Economics.
Originally from Hong Kong, Lawrence has spent considerable time helping young athletes in China foster a love for sport as well as supporting older student-athletes in recruiting for collegiate and professional opportunities. He is a teacher and coach at heart and explains financial literacy concepts in easy-to-understand terms.
Wealth Management
Global Investment Office
Portfolio Insights
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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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 Stefan Madjarov today.
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
6Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
6Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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)
