William Lee Richardson
Wealth Management Advisor


The Midtown Financial Group

Lee's Professional & Personal Story

Lee Richardson, Wealth Management Advisor in The Midtown Financial Group, has over 25 years of experience in the wealth management and retirement planning arenas, focusing on high net worth individuals and families. His expertise is in helping to develop and execute long-range strategically-focused financial plans for clients emphasizing prudent portfolio management and wealth creation/transfer. Prior to joining Northwestern Mutual, Lee was Vice President in the investment banking division of Bankers Trust Co.  He has an MBA in Finance from the University of Chicago Graduate School of Business.

Lee is married and has 3 grown children. He is an avid cyclist, and is actively involved in his community as a past warden of St. Barnabas Episcopal Church and as Vice President of Hudson Chorale, a 70-member chorus.

 

 

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