Clarkston Capital

Member Directory

William D Lee, CFA, CFP®

Estate Planning
Financial Planning
Insurance Services- Business/Property-Casualty
Investment Management
Portfolio Manager
Clarkston Private Client
6720 N. Scottsdale Rd.
ste 385
Scottsdale, AZ 85253

Phone: (480)680-5706
Fax: (248)723-8090
Cell: (602)363-7685
CFP Board ID: 147803
Last Four Digits of SSN - Needed for CFP: 2246
AZ Insurance Number: 8008038

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