David Lee - Email & Phone Number

Director of Equity Services at Sa Stone Wealth Management Inc.

David Lee is based out of Atlanta, Georgia, United States and works at Sa Stone Wealth Management Inc. as Director of Equity Services.

David Lee's Contact Information

David Lee's Work email

d*****@lpl***.com

Valid

Latest update

September 18, 2025

Location

Atlanta, Georgia, United States

David's current employer

Sa Stone Wealth Management Inc.

Description

Providing world-class independent wealth management products and services, and tailored work environment with the highest level of support.

Website

saswealth.com

HQ Location

Birmingham, Alabama, United States

Number of employees

501-1000

Industry

Financial Services

Latest update

April 30, 2024

Read about Sa Stone Wealth Management Inc.

Frequent questions about David Lee

What company is David Lee working for?

David Lee works for Sa Stone Wealth Management Inc..

What is David Lee's function at Sa Stone Wealth Management Inc.?

David Lee is Director of Equity Services at Sa Stone Wealth Management Inc..

Where is David Lee based?

David Lee is based out of Atlanta, Georgia, United States.

What is David Lee's work email address?

David Lee's professional email address is d*****@lpl***.com

Who are David Lee's co-workers?

David Lee's colleagues are Jay Carter, Michael Yu, Maribeth Williams, Jeff Riley, Woody Bird, Brian Parker, Matthew Hill, Ryan Moe, Andrew Greene, David Giegel, Stephen O'Neill, Katey Burger, Justin Thigpen, Bryan Hackett, Johanna Wilson, Eric Lin, Vickie Benoist, Albert Velez, Brent Nelson, Terrell Graves, Michael Lytle, Deborah Mitchell, Jeff Helgeson, Christopher Cowing, Billy Kapanakis, Lawrence Seiden, Lindsey McKinney, Denise Herring, David Sokolowski, Russell Ellis, Chad Karl, Mayo Woodward, Chris Licata, Michael Ames, Zachary Lee.

David's co-workers

Jay Carter

CEO and President

Michael Yu

VP of Technology Solutions

Maribeth Williams

SVP of Client Relations

Jeff Riley

VP Financial Advsor

Woody Bird

Financial Advisor - Vice President - Investments

Brian Parker

CCO

Matthew Hill

SVP, Director of Fiduciary Services

Ryan Moe

Managing Director - SA Stone Private Client Group

Andrew Greene

Managing Director and Portfolio Manager

David Giegel

Wealth Management Group Director

Stephen O'Neill

Director Of Business Development

Katey Burger

Financial Advisor

Justin Thigpen

Compliance Officer - Investment Advisor Services

Bryan Hackett

Regional Manager

Johanna Wilson

Independent Investment Advisor

Chief Investment Officer

Michael Lytle

Chief Investment Officer

Deborah Mitchell

Financial Services Consultant

Jeff Helgeson

Investment Advisor Representative

Financial Adviser, RICP® | Advisory services offered thru SA Stone Investment Advisors Inc.

Lindsey McKinney

Administrative Assistant

Certified Financial Planner

Mayo Woodward

Investment Products Manager

Chris Licata

Independent Investment Advisor

Michael Ames

Financial Advisor

Zachary Lee

Financial Representative

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