Merrill Lynch Financial Advisor David Dong Soo Lee, located in La Jolla, CA, offers personalized financial strategies to help clients pursue their long-term goals. With access to the investment insights of Merrill and the banking convenience of Bank of America, Lee creates flexible wealth management strategies tailored to each client's unique financial picture.
Supported by a team of experienced professionals, Lee prioritizes building strong client relationships based on trust and personalized service. Through conversations and a deep understanding of clients' goals and priorities, Lee provides comprehensive financial solutions that go beyond investments, including trust and fiduciary services and banking and lending solutions.
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