RELATIONSHIP MANAGEMENT TEAM
J. Lee Parker, CRPC®
Senior Relationship Manager
Lee joined Triangle in 2000 upon its founding and has dedicated his career to empowering families with confidence in their financial future. With our team and a network of professional relationships, Lee helps families create their own personal lifestyle plan, monitor their progress, and make changes as their needs change. Lee’s passion for life and for family is reflected in the multigenerational relationships he has created over his almost 40-year career.
In His Own Words:
“Over my career as an advisor, I’ve had the honor of working with families who have grown to be some of my dearest friends. My passion is to be their advocate and to make a difference in their lives. The sincere and mutual appreciation shared with my team members and with each client makes every day at TWM a gratifying day.”
Past Experience:
Financial Advisor, Wachovia Securities and predecessor firms
Credentials/Certifications:
Chartered Retirement Planning Counselor™, College of Financial Planning
University North Carolina, Chapel Hill, B.A., History