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Malik L
CFP®, Series 66
Atlanta, GA
Felton & Peel Wealth Management, Inc.
Malik Lee is a CFP® with 18 years of experience, currently serving as the sole advisor at Felton & Peel Wealth Management, Inc. He has held positions at multiple firms including Merrill and Securities America Advisors, Inc. Outside of advisory work, Malik is CEO of a mobile app business and serves as treasurer and volunteer board member for a religious organization, where he oversees financial record-keeping and budgeting. Felton & Peel Wealth Management advises individuals, corporations, and charitable organizations, offering customized, goals-based wealth management and financial planning services. The firm employs fundamental analysis to construct portfolios emphasizing passive mutual funds and ETFs, while also providing discretionary portfolio management and educational webinars.
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