Bridget Lee, CFP®

VP - Financial Consultant

+1 262-207-2668

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses

Experience

13 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Associate Financial Advisor, Robert W Baird & Co, 2021-2024
  • Senior Client Specialist, RBC Wealth Management, 2018-2021
  • Client Specialist, Robert W Baird & Co, 2010-2018

Education

  • BA, University of Wisconsin Milwaukee
  • Milwaukee School of Engineering

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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