Daniel Lee

Sales Assistant

Karen Lee and Associates
200 Ashford Center North, Suite 400

Atlanta GA 30338

Phone  |  770/880-8020
Fax  |  770/353-6338
E-mail  |

Member Profile

Client Vision

Daniel came on board with Karen Lee and Associates, in January 2018. As a team member, he is fully competent at Administration and Operations. He is on a track to become an Associate Advisor. His focus on the total client experience, stems from his passion, philosophy, and purpose. His number one career goal is to impact, for the better, as many lives as possible and emulate through his business the true meaning of “family.”

Areas of Expertise

  • Client Relations
  • Financial Planning

Outside The Office

Daniel enjoys excursions in the great outdoors and the companionship of his dogs, family, and friends. 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. 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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Integrated Financial Group. All Rights Reserved.

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.