Senior Vice President, Senior Wealth Strategist
Carol Lee came to Memphis from Nashville in 1974 as a student at Rhodes College (then Southwestern at Memphis). She graduated Phi Beta Kappa in 1978 with a BA in Mathematics and Economics. After summer studies in Britain at Oxford University, she began her career at IBM as a Systems Engineer in the Memphis marketing branch office. After 15 years, Carol Lee switched careers to financial planning in 1994, earning an MBA in Finance at the University of Memphis in December, 1996. She earned the Certified Financial PlannerTM (CFP®) designation in February 1997, became a Chartered Financial Analyst® (CFA®) charter holder in 1999, and earned her Certified Divorce Financial AnalystTM (CDFATM) designation in 2005. She was elected President of the Financial Planning Association of the Mid-South in 2001.
Outside of W&A, Carol Lee and her husband Joe Royer, co- owner of Outdoors, Inc. and a W&A client since 1992, promote fitness and human powered recreation in Memphis with events such as the Outdoors Canoe and Kayak Race on the Mississippi River. Some of Carol Lee’s other adventures include hiking the Haute Route from Chamonix, France to Zermatt, Switzerland, bicycle-touring in the Outer Hebrides, the Italian Dolomites, the Alps and across Norway as well as kayak tours in the Florida Keys, Orcas Island, Maine and Yellowstone Lake.