About Lee Wealth Management Group

Gregory J. Lee

 

Managing Director - Investment Officer
Gregory J. Lee
Managing Director - Investment Officer

For over 25 years, Greg has helped affluent investors, companies, and municipalities navigate and manage the dynamic, complex, and ever-changing wealth management world.  

As a Managing Director – Investment Officer and Fundamental Choice Portfolio Manager, Greg recognizes the tremendous work each client has put in to accumulate their wealth, and he understands the responsibilities entrusted to him when managing their particular situations.  He analyzes the client’s overall wealth picture and coordinates with his team to develop a comprehensive investment plan and strategy.  

 

Greg believes in the importance of proper long-term planning, advisory based investing, and strategic focus. With a particular focus on insurance and liability planning/management, he finds it extremely important to coordinate closely with the client’s estate planning attorney and CPA to help ensure continuity across the board.


Registration and Licenses 

Greg has his FINRA Series 7, 63, and Investment Advisory Representative Series 65 registrations as well as Life, Health and Disability Insurance licenses.  Greg is also licensed as a Mortgage Loan Originator.



Honors and Awards

 

Greg has been named to the Platinum Council (2014-2023) at Wells Fargo Advisors. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.


Education and Past Experience

Greg earned his Bachelor of Science degree from Providence College.  As a veteran of the United States Marine Corps, Greg served as an Infantry Officer with 3rd Battalion, 6th Marine Regiment, 2nd Marine Division, and he retired with the rank of Captain.


Business and Community Involvement

Greg is active in his local community and has spent a number of years as a youth sports coach.

 

Personal life 

 

An avid outdoorsman, Greg spends his leisure time with his wife, Ann Marie, and their three boys, Timothy, Michael and Matthew, in their hometown of Beverly, MA.

CA Insurance License 0E67652. Resident state MA.

Judy is an integral member of the Lee Wealth Management Group of Wells Fargo Advisors.

With over 32 years of experience in the financial services industry, Judy has honed her knowledge of a broad selection of financial topics over the years. She schedules meetings, prepares communications and plans Team events. Her primary focus is building and maintaining trusted client relationships by taking a prompt, personalized and proactive approach to managing client needs on a day to day basis. Her familiarity with asset management, information services and operational procedures helps ensure superior “white glove” customer service. Judy is often the first point of contact for clients and enjoys carrying out her many duties with diligence and precision.

Licenses and Registrations

Judy Rich has her FINRA Series 7 and 63 registrations as well as her Life, Health and Disability Insurance registration.

Past Experiences

Judy has worked for Wells Fargo Advisors for over 32 Years. She began her career with predecessor firm A.G. Edwards & Sons as an Operations Manager and Registered Sale Assistant.

Education

Judy graduated from with an Associate’s Degree from North Shore Community College

Community Involvement

Judy is actively involved in coordinating her Wells Fargo Advisors branch office’s involvement organizing events to provide support for Beverly Bootstraps. She also volunteers her personal time with Beverly Bootstraps, supporting Holiday and Back to School events – helping organize food distribution and school supplies. Judy also is on the board of the Beverly Cove Improvement Association. Judy volunteers many hours helping to raise funds for their annual scholarship fund and organizing community events.

Personal Life

Judy and her husband Bill live in Beverly. They enjoy spending time with their children Michael and Sandra, traveling and being on the lake in NH. 

In her 35+ years in the financial industry, Lisa has taken great pride in helping clients as they strive to meet their financial goals. Her primary focus is building and maintaining trusted client relationships by taking a prompt, personalized and proactive approach to managing their needs on a day-to-day basis. She is available to help to answer their questions, resolve problems that may arise, service their accounts, provide necessary financial reporting, co-ordinate online access, and address their needs with precision and efficiency.

Professional Registrations

Lisa Schuhmacher has her FINRA Series 7 and 63 Registrations.

Past Experiences

Lisa began in the financial industry, as an intern at Merrill Lynch in Boston back in 1985. Prior to joining Wells Fargo Advisors in 2009, Lisa worked at Merrill Lynch in seven Metro Boston offices between 1987-2007, in various roles including Registered Sales Assistant, Assistant to the Administrative & Operations Managers, Cashier/Wire Operator/Branch Office coordinator, Resident Manager Assistant, and Senior Associate. From 2007 until 2009 she worked at Smith Barney in Danvers, MA as a Senior Registered Client Associate.

Education

Lisa Schuhmacher has a Bachelor of Science Degree in Business.

Community Involvement

Lisa spent 18 summers volunteering with Christian Athlete Hockey Camps/ Hockey Ministries International on the North Shore. She also volunteered for 10 years working with Senior High students as a Youth Group Leader for high school students at her church and leading Senior High Mission Trips to Romania/Moldova and Trinidad/Tobago. She also volunteers where and when she can at Lexington Christian Academy – her high school alma mater.

Personal Life

Lisa enjoys spending time with family and friends (especially the kids), is an avid Boston sports fan, loves the outdoors, gardening, cooking, traveling and music.

A Senior Client Associate with nearly 17 years of financial industry experience, Jennifer is one of the first contacts clients have with the Lee Wealth Management Group of Wells Fargo Advisors. Her enthusiasm, dedication and commitment to excellence enable her to address the important concerns of our clients. When our clients need an ally to help them with administrative issues, they turn to Jennifer.

Past Experiences

Jennifer started with the company in 2005 when it was A G Edwards & Sons and held the positions of Wire Operator and Cashier. In 2007, she had an opportunity to become the Operations Manager, reporting directly to the President, for a young startup company called Blue Egg, an online service for eco-friendly products and services in Cambridge Mass. After the company moved its operations to San Francisco, CA, Jennifer came back to AG Edwards in late 2008. During the company’s transition to Wachovia and then Wells Fargo Advisors, she was the Branch Training Liaison and the Branch Readiness Coordinator, while also holding the position of Client Associate. After several years she also became the Administrative Assistant for the Boston Branch. In 2015, after almost 10 years of commuting to Boston, Jennifer joined the Team in Beverly, the town in which she resides, as a Senior Client Associate and Assistant Vice President.

Education

Jennifer has a Bachelor of Arts Degree in Hotel Hospitality Management from Johnson State College.

Community Involvement

Jennifer has participated in opportunities presented to her through the Wells Fargo Advisors Community Involvement Program. When working in Boston, she served meals at the Veterans Homeless Shelter and preformed seasonal cleanups on the Rose Kennedy Parkway. Jennifer has also represented Wells Fargo Advisors, with over 70 other team members, in carrying the Wells Fargo Advisors banner in front of the firm’s stagecoach in the Boston, MA Pride Parade. She has also worked Habitat for Humanity and Beverly Bootstraps.

Personal Life

In her free time, Jennifer enjoys spending time with her family and friends, traveling with her wife Patty, watching the Red Sox and Patriots, going to the beach, reading and taking care of her home.

Kelly is an accomplished, well-respected and adaptable professional with a reputation for resourcefulness and initiative to provide key support and achieve critical efficiencies and accuracy on the job. Articulate and diplomatic with a positive, professional presence, she is skilled at contingency planning and follow-through in a fast-paced environment. Effective in challenging situations requiring multi-tasking, sound judgment and an ability to rapidly assess and act on new information, individuals and situations. Her duties include researching client requests, responding to existing client issues, preparing client reports, processing complex documents, preparing for client meetings, updating client files and maintaining files to meet regulatory requirements.

Registrations

Kelly holds a FINRA Series 7 Registration.

Past Experiences

Due to performance and commitment, Kelly has successfully maintained her position under three ownerships during her 22 year tenure: A.G. Edwards (2000-2008), Wachovia (2008-2009), and Nottingham Wealth Management Group of Wells Fargo Advisors (2009-2021, Lee Wealth Management Group of Wells Fargo Advisors 2022-Present). Her initial career position in the field of financial services was as a financial assistant at Paine Webber (1998-1999).

Education

Salem State University - Business Administration
New Hampshire College - Business Administration

Community Involvement

Kelly has taken opportunities presented to her through the Companies Community Involvement activities when available. She has worked with organizations on the North Shore, including Habitat for Humanity and Beverly Bootstraps.

Personal Life

Kelly and her husband Frank, cherish spending time with their adult kids Jaclyn, Helena and Max. They enjoy boating, fishing and enjoying each other's company. Every day is a gift!

Cameron Carpenter

 

Registered Client Associate

Cameron’s role includes building and maintaining client relationships and helping to manage the clients’ day-to-day needs. He will be working to service their accounts, provide requested information, and answer their questions pertaining to their investment plan as they strive to reach their financial goals.

 



Licenses and Registrations


Cameron has his FINRA Series 7, 63, and 66 registrations, as well as Life, Health and Disability Insurance licenses.



Past Experiences


After graduating from UMass, Cameron worked for an independent advisor in Florida for two years learning the business from the ground up. Whenever he wasn’t assisting the advisor, completing administrative tasks, or speaking with clients, he was prospecting for clients the old-fashioned way via cold calling.



Education


Cameron earned his Bachelor of Science degree in Economics from the University of Massachusetts Amherst. He was also a member of the Men’s Lacrosse team at UMass.



Personal Life


Cameron was born in Florida and grew up in Buffalo, NY before going away to school in Massachusetts. He enjoys staying active and spending time outdoors.