Lee Korn is committed to seeing clients succeed. He loves to brainstorm ideas to arrive at the best solutions—and he stands side-by-side with clients to help make sure those solutions are effectively implemented. In particular, Lee enjoys assisting business owners in identifying opportunities and strategies to take their companies to the next level. With a forward-thinking outlook, he also helps Opal remain at the forefront of the financial planning industry.
One of Opal’s greatest strengths is our dedicated resourcefulness. We’re more than talk. We work very closely with our clients to help them realize the goals we’ve outlined together.
Before forming Opal Wealth Advisors with partners Jesse Giordano and Joe Filosa, Lee co-founded the 360 Group at Morgan Stanley where he was a financial advisor and family wealth director. In 2009, Barron’s named him as one of the top 1200 U.S. Financial Advisors. Previously, he worked at Edward Jones as a personal wealth manager. He began his career as a commercial banker helping successful business owners raise capital for acquisition and expansion.
Lee graduated from Queens College in New York City with a degree in accounting. Active in his community, he has volunteered extensively with special needs organizations. Lee has a wife and three children. He upholds a strong commitment to helping young people develop good values as well as leadership and life skills. He is a Cub Scout Cubmaster and an active board member at his temple.
*Please Note: Limitations. This ranking was provided in February 2009 by Barron’s. This ranking was based on performance during the 2008 calendar year. Opal Wealth Advisors did not pay any compensation or fee to be considered for or receive the ranking. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if OWA is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, OWA did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of OWA by any of its clients.
*Please See Limitations.
