#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.
Malik S. Lee is a financial expert with nearly two decades of experience and is the Managing Principal and Founder of Felton & Peel Wealth Management, a full-service, comprehensive wealth management firm servicing clients nationwide with offices in both Atlanta and New York. Malik graduated with a degree in Finance from Morehouse College and is a CERTIFIED FINANCIAL PLANNER™, Chartered Advisor in Philanthropy®, and an Accredited Portfolio Management Advisor℠.
Malik is a thought leader within the wealth management industry and often lends his expertise. He is a Subject Matter Expert, CFP® Exam Question Writer, and President of the Council of Examinations for the CFP Board, Chairman of the Financial Planning Association of Georgia, and Founding Member of Morehouse College’s Planned Giving Council. Malik is a monthly contributor for Business Insider, Better Investing Magazine, and Kiplinger. One can often find his comments featured in The Wall Street Journal, CNBC, Yahoo! Finance, CNN Money, and countless others.
Connect With Malik Lee
https://www.feltonandpeel.com/press/
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