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Lim Leigh
Lim Leigh
Senior Vice President - Investment Officer, Financial Advisor | Wells Fargo Advisors
San Francisco, California, United States
Lim Leigh
Summary
Lim Leigh is a seasoned financial professional with over two decades of experience in wealth management and investment advisory roles. Currently a Senior Vice President at Wells Fargo Advisors, he specializes in asset allocation, retirement planning, and wealth transfer strategies. Lim has a strong background in both corporate finance and personal advisory, having worked with notable institutions including Bank of America and J.P. Morgan. He is passionate about helping clients navigate their financial landscapes and achieve their investment goals in a tax-efficient manner. Beyond finance, Lim enjoys cooking, golfing, and skiing, reflecting a well-rounded lifestyle. His family is also involved in the healthcare sector, showcasing a diverse professional environment at home. Lim's educational background includes an MBA in Marketing from UCLA and a Bachelor's in Finance from Georgetown University, underscoring his strong academic foundation in finance.
Lim Leigh
Work Experience
Senior Vice President - Investment Officer, Financial Advisor at
Wells Fargo Advisors
April 2007 - Present
Financial Advisor at
Union Bank
April 2003 - April 2007
Financial Advisor at
Bank of America Corporation
September 2000 - April 2003
Analyst at
J.P. Morgan
July 1995 - June 1998
Lim Leigh
Education
Anderson School at UCLA, Mba
January 1998 - January 2000
Georgetown University, Bachelor's Of Science
January 1991 - January 1995
Frequently Asked Questions about Lim Leigh
What is Lim Leigh email address?
Lim Leigh's primary email address is *********@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Lim Leigh work for?
Lim Leigh is a Senior Vice President - Investment Officer, Financial Advisor at Wells Fargo Advisors, a company specializing in Functions related to depository banking.
Where Lim Leigh graduated from?
Lim Leigh holds a degree in Marketing from Anderson School at UCLA.
How can I directly contact Lim Leigh?
To contact Lim Leigh directly, you can use the email address *********@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.
Who is Lim Leigh?
Lim Leigh is a seasoned financial professional with over two decades of experience in wealth management and investment advisory roles. Currently a Senior Vice President at Wells Fargo Advisors, he specializes in asset allocation, retirement planning, and wealth transfer strategies. Lim has a strong background in both corporate finance and personal advisory, having worked with notable institutions including Bank of America and J.P. Morgan. He is passionate about helping clients navigate their financial landscapes and achieve their investment goals in a tax-efficient manner. Beyond finance, Lim enjoys cooking, golfing, and skiing, reflecting a well-rounded lifestyle. His family is also involved in the healthcare sector, showcasing a diverse professional environment at home. Lim's educational background includes an MBA in Marketing from UCLA and a Bachelor's in Finance from Georgetown University, underscoring his strong academic foundation in finance.
Lim`s contact details
*********@wellsfargoadvisors.com
*********@wellsfargo.com
Colleagues
First Vice President - Investments
Financial Advisor, Vice President - Branch Manager
Managing Director-Investments
Managing Director-Branch Manager at Wells Fargo Advisors
Managing Director-Investments - Abeles Flurie Wealth Management Group
Vice President, Lead Business Growth Strategy Consultant
Executive Director, Compliance Senior Manager
Vice President, Senior Compliance Specialist
Financial Advisor, Managing Director-Investment Officer
Vice President, BP&CG