Ronald Lee is an investment advisor at CWM, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wealth Management, Inc., Cetera Wealth Services, LLC, and LPL Financial, LLC. Outside his advisory role, he serves as an ordained deacon and school board member at Our Lady of Fatima Catholic Church in Benton, Arkansas.
CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios, combines fundamental and technical analysis with third-party sub-advisors, and offers a variety of retirement-plan services.