Focus
Michele Lee’s approach to financial advising was shaped long before she had a title or a book of clients. In the early 1990s, she began her career in New York City working the phones as a cold caller—a demanding introduction to the financial services business that taught her persistence, discipline, and the importance of earning someone’s trust.
Those lessons have stayed with her throughout her career. Today, Michele brings decades of financial services and leadership experience to her work, along with a genuine curiosity about the people she serves. She believes the best financial advice starts with listening and understanding the person behind the numbers: what motivates them, what concerns them, and what they want their money to make possible.
From there, Michele works with clients to clarify their goals, consider their options, and make informed decisions with the long term in mind. Her securities registrations include Series 7, Series 24, Series 63, and Series 66. She is also licensed in life and health insurance, allowing her to take a broader view of financial considerations that can affect individuals and families.
For Michele, financial planning is not simply about numbers or products. It is about people, priorities, and the life they want their finances to support. She believes those conversations should feel personal—not intimidating—and that clients should feel heard, informed, and confident in the decisions they make.
Outside the Office
Public service has become an important part of Michele’s life. She serves as Mayor of High Bridge, New Jersey, and is currently completing her second and final term. Serving her community has reinforced the importance of listening, asking questions, bringing people together, and finding practical solutions—qualities that also shape the way she works with clients.
Away from work and town business, Michele enjoys live music, tending to her plants, and spending time with her two dogs and a cat. Born in Summit and raised in Berkeley Heights, New Jersey, she has always valued community, family, and staying connected to the people around her.
Michele is the proud mother of her son, Gabriel. She met her husband, Rick, through her role as Mayor, and the two married during the pandemic. Today, family time often means getting out on the road in their RV or escaping to Cancún for some time together and a change of scenery.
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