Our Team

Meet Our Team

Francis Lee

Teams

  • Wealth Management

Locations

  • Bellevue

Roles

  • Client Services
  • Wealth Strategy Group

Frances Lee, FPQP™

Senior Wealth Management 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 previous 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.

Financial Paraplanner Qualified Professional™ and FPQP™ are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

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.