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Financial Consultant
Mon Valley, PA
724-929-2700
Email
As a Financial Consultant, Lee Moffatt
offers his clients a full range of investment products and services including
stocks and bonds, mutual funds, IRAs, annuities, CDs, portfolio management,
financial planning, retirement planning and estate planning, for individuals
as well as businesses.
Lee carefully reviews a client’s needs and then makes recommendations
based upon the client’s established goals and priorities. Because
of the many investment choices available today, he researches individual
equities, mutual funds and other investment products to secure the right
fit for each client. Lee first helps his clients identify and establish
appropriate financial goals. He believes these goals will best be achived
through proper asset diversification with a long-term approach. Additionally,
Lee takes pride in providing a high level of service and adds value through
the education he provides for his clients.
Office:
Mon Valley, PA
Financial Services:
Stocks, bonds, mutual funds, CDs, IRAs, financial planning, retirement
planning, estate planning.
Personal:
Prior to joining Parker/Hunter, a division of Janney Montgomery Scott LLC, Lee worked for a major transportation company
in their accounts receivable department. A native of the North Huntingdon
area, Lee attended Norwin Senior High School. He received his Bachelor
of Arts degree from Bethany College.
Lee and his wife Lisa have three young children Jakob, Zachary and Zaria.
In his spare time he enjoys basketball, golf and soccer. He is also active
in political organizations.
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Lee
Moffatt