Broker Check
Laurel Lee

Laurel M. Lee CFP®

Financial Advisor

Laurel joined Baird in 2013. She has attained the certification of Certified Financial Planner™ professional, one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning. She holds Series 7, 66 and Insurance licenses. She began her career in financial services in 2011 as a Financial Advisor with Waddell & Reed, providing investment and financial planning to individuals and families.

Laurel grew up in Louisville and graduated with a Bachelor’s degree from Xavier University in Cincinnati. She served in various management positions in the local convention and hospitality industry before gaining an interest in the financial services industry.

Laurel and her husband, Jason live in Louisville with their two children.   They enjoy frequent group events and getaways with their extended family. Laurel also enjoys participating in community and stewardship activities.