Philip Lee, CFP®

Financial Advisor

Since beginning his career in 2004, Philip Lee has focused on building custom financial plans that cater to both individuals and businesses in the areas of investment management, retirement income, estate planning, and risk management.   His in-depth analysis leaves each client with the confidence that their financial goals are understood and that their plan is working for them.
Philip earned a bachelor's degree in Business Administration with a concentration in Finance from North Carolina State University.  Philip continued his studies and completed rigorous course material and testing to earn the prestigious designation of CERTIFIED FINANCIAL PLANNER practitioner and Chartered Retirement Planning Counselor.
On the weekends you can find Philip with his wife Hilary and their two boys, Porter and Henry.  As a family they enjoy skiing, playing golf, and spending time outdoors.


North Carolina State University
Bachelor of Science, Business Administration


Certified Financial Planner
Chartered Retirement Planning Counselor
CRPC conferred by College for Financial Planning

Service Area

Investment Management
Retirement Income
Estate Planning Strategies
Service Area
Risk Management
Phone (704) 849-1001
Fax (980) 299-0970