17 Years. One Focus.

CONNECT

Address:

100 William Street, Suite 300
Wellesley, MA 02481

Phone:

(781) 239-2031

Fax/Other:

(781) 239-2080

Lee Ann Fatalo, CFP®

Lee Ann Fatalo joined the financial services industry in 1999.  She works with individuals, professionals and business owners to help them plan for life's important events; such as, home purchase, college funding, retirement, business succession, divorce and estate planning.  In 2004, Lee Ann formed The Minority Business Resource Network (MBRN), dedicated to developing  solutions for all the professional business needs of minority and women-owned business enterprises. MBRN is a group of  industry professionals; including financial advisors, employee benefit specialists, CPAs and attorneys.

She is a Senior Financial Planner and Financial Services Representative, holding Series 6, 66 and 7 licenses and is a CERTIFIED FINANCIAL PLANNER™ professional.  Lee Ann is a member of the Financial Planners Association and MDRT. 

Qualifications

  • CERTIFIED FINANCIAL PLANNERTM  practitioner
  • Licensed in MA, NH, ME, NY, FL, AZ, CA, PA, GA, MD, NM, NC, TX, and DC
  • Life, Accident and Heath Insurance Licensed
  • Securities Registered Series 6, 66, & 7

Achievements & Affiliations

  • FIVESTARSM  Wealth Manager, Best of Boston 2010, 2012, 2013, 2014, 2015, 2016
  • Million Dollar Round Table, Member
  • Financial Planning Association, Member
  • Boston Chamber of Commerce, Member
  • National Association of Securities Professionals, Member
  • Mass Minority Contractors Association, Past Board Member
  • Community Development Corporation of Boston, Board Member
  • MetLife Advisory Council , Past Member, Diverse Markets Committee 
  • May Institute, Board Member
  • Beth Israel Deaconess Medical Center, Board of Overseers

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck