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Bruce Lee launches Keebeck Wealth Management in Chicago
Other - JULY 11, 2018

Bruce Lee launches Keebeck Wealth Management in Chicago

by Released

Financial advisor Bruce Lee has partnered with Dynasty Financial Partners to form an independent wealth management firm called Keebeck Wealth Management in Chicago.

Lee worked at Merrill Lynch in Chicago as managing director, private wealth manager from 2011 to 2018.

Lee serves on the board of trustees for The University School of Milwaukee and is an active participant in Youth Entrepreneurs. He formerly served on the board of the John G. Shedd Aquarium, and The DuPage Community Foundation.

Keebeck Wealth Management works with high net worth individuals and families to simplify their financial decision-making by educating them on how to control their capital, by helping them to identify the best path to their true goals, and by creating a focused plan to “step forward.”  Keebeck combines an open platform, digital solutions, and the client-centric focus of the fiduciary standard to empower their wealth management clients to "step forward" in every aspect of their lives.

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