Daniel Lee

Wealth Advisor

Karen Lee and Associates
200 Ashford Center North, Suite 400

Atlanta GA 30338

Phone  |  770.353.6382
Fax  |  770/353-6338
E-mail  |

Member Profile

Client Vision

Daniel Lee joined Karen Lee and Associates, LLC as a Client Services Associate in January of 2018. Prior to joining Karen Lee, he graduated from the University of Tennessee and was a founder and president of his fraternity there. He carries that influence with him to this day. Daniel now serves as a Wealth Advisor and continues to develop his experience as a Financial Planner. He is responsible for educating, encouraging, and empowering current and future clients. He upholds and promotes the reputation of their business, and does so at the highest level of standards. He is dedicated to providing a unique and rewarding experience for his clients, one that will stand the test of time and embody the notions of integrity, comradery, and a deep awareness and understanding of what matters most to his clients.

Areas of Knowledge

  • Client Relations
  • Financial Planning

Outside The Office

Daniel enjoys excursions in the great outdoors and the companionship of family, friends, and dogs including his Bloodhound puppy “Tennessee Jed.” He is an avid music fan, claiming that his soul is fed by music just as our bodies are fed by water and food. He is a VFL, Vol for Life, and takes great pride in his support for his alma mater, serving as a board member for the Atlanta Chapter of the UT Alumni Association. He also is passionate about giving back to his community, and serves as a member of the Young Professional Advisory Council to the Drake House in the Roswell/Alpharetta area. His hobbies also include cooking, nights out with familiar faces in new places, and traveling when his schedule permits.


Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


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DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.