Barbara Lee

Client Associate

Phone 517-789-0155

In 2021, I joined the team at Meridian Wealth Management of Michigan. I offer over a decade of client service experience with an additional seven years of knowledge working in the insurance industry. Now, I am excited to learn about the investment world and working closely with my fellow associates and our clients.

I earned my Associates of Arts Degree in 2006 from Jackson College. In doing so, I set an example for my three sons, demonstrating that a person is “never too old” to learn and pursue their dreams. Along with my three sons, I have been blessed with two granddaughters with whom I spend as much time as possible. Our adventures together includes going for lots of walks in Cascades Park and throwing in a fishing line at the pond for extra fun. I also enjoy traveling and visiting all the lighthouses in Michigan.

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Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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Barbara Lee

Barbara Lee

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