Frances Lee
Private Client Services Associate

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.

Frances enjoys working out, going to orchestral concerts, and cooking. She is always in search of new restaurants to try. Her family lives in Beaverton, Oregon and she often makes the peaceful drive from Seattle to Beaverton to spend time with her family.


Team Fitzwilson