• Tamara A. Lee , AAMS®, MBA

    Financial Advisor

    Accredited Asset Management Specialist

  • Masters of Business Administration in General Business, Western New England University, 1996
  • Bachelor of Science in Finance, Bryant University, 1990
  • 7 years of industry experience
  • Responsible for retirement planning, investment management & client communication
  • Enjoys spending time with her family


Accredited Asset Management Specialistand AAMS® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.