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The Lee Team

Private Wealth Advisors

540 W MADISON ST

CHICAGO, IL 60661

312.325.2684

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About us

Putting our resources and perspectives to work for you

We start by understanding your concerns and priorities and then form a strategy to help you pursue your goals—even as they change over time. The result is a lasting relationship and an approach that reflects your unique values.

A boutique like experience from a global institution

You’ll benefit from a dedicated one-on-one relationship with someone who brings understanding, passion and a fresh perspective to your situation. But that’s just part of the picture. You’ll also have access to all the resources and strategies from a global financial leader, Bank of America.

Extensive experience

From individuals and families to business owners and executives, our private wealth advisors are experienced in working with substantial wealth. Uniquely qualified to guide you in accessing specific wealth management strategies personalized to your individual needs, he or she:

  • Is readily accessible, working with only select clients
  • Is rigorously trained to pursue one or more industry certifications
  • Monitors the success of your strategy and updates you as you desire
  • Commits to gaining a deep understanding of your goals, challenges and values
  • Develops a multigenerational wealth management strategy
  • Brings together access to the banking services through Bank of America and investment services through Merrill Lynch
  • Bruce Lee has been with Merrill Lynch since 2011.

    Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

    Meet the team

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    Bruce Lee

    Managing Director

    Private Wealth Manager

    312.325.2684

    312.325.2684

    bruce.k.lee@ml.com

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    Walker Connelly

    Private Wealth Relationship Manager

    312.325.2687

    312.325.2687

    walker.connelly@ml.com

    Read Bio

    Jennifer Buddig

    Private Wealth Relationship Manager

    312.325.2665

    312.325.2665

    jennifer.buddig@ml.com

    Add to address book

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    Kathleen Gould

    Sr Private Wealth Assoc

    312.325.2685

    312.325.2685

    kathleen.e.gould@ml.com

    Read Bio

    Jake Smith

    Sr Private Wealth Assoc

    312.325.2686

    312.325.2686

    jake.smith@ml.com

    Read Bio


    Awards

    Latest Thinking


    Back to overview

    Meet the team

    Bruce Lee

    Managing Director

    Private Wealth Manager

    312.325.2684

    312.325.2684

    bruce.k.lee@ml.com

    Read Bio

    Walker Connelly

    Private Wealth Relationship Manager

    312.325.2687

    312.325.2687

    walker.connelly@ml.com

    Read Bio

    Jennifer Buddig

    Private Wealth Relationship Manager

    312.325.2665

    312.325.2665

    jennifer.buddig@ml.com

    Add to address book

    Read Bio

    Kathleen Gould

    Sr Private Wealth Assoc

    312.325.2685

    312.325.2685

    kathleen.e.gould@ml.com

    Read Bio

    Jake Smith

    Sr Private Wealth Assoc

    312.325.2686

    312.325.2686

    jake.smith@ml.com

    Read Bio