Frances Lee
Private Client Services Associate

frances.lee@coldstream.com | 425.283.1625

Coming from 5+ years of industry experience, Frances joined Coldstream in the summer of 2019 with a strong dedication to build profound relationships with clients. Playing the flute since the age of 7, Frances originally got accepted to University Washington’s School of Music as a flute performance major but switched paths along the way and graduated with a Bachelor’s in Communications. Frances pervious financial work experience has been with Capital One Investing and Umpqua Investments. During her time at Capital One, she solidified a plan to make a career in wealth management.

 

THE MOST TREASURED THING I OWN

My 2020 pandemic dog, Oliver. He makes me wonder why I waited so long to become a dog mom. Now I could just be biased, but he is the happiest and friendliest dog I know!

ONE PIECE OF ADVICE

Always follow the Golden Rule - Treat others the way you want to be treated.

HOBBIES

I like working out, going to orchestral concerts, and cooking. My list of restaurants to try is always growing and open for new recommendations. My family lives in Beaverton, Oregon and I often make the peaceful drive from Seattle to Beaverton to spend time with my family.

TEAM

Fitzwilson

LOCATION

Bellevue