Ned Lee is our Para-Planner. His task is to review and update client’s Panoramic Financial View, as well as gather reports for client meetings.
Ned recently graduated from the University of New Hampshire, receiving a degree in Business Administration with a focus in Finance. Ned previously interned here at Panorama Wealth Strategies throughout his senior year. He is currently enrolled in the Boston University CFP ® program and is pleased to begin his career here.
In his free time Ned enjoys being active outdoors. He is often spending time fishing, skiing, and traveling around Northern New England.