Lee Korn Financial Advisor, Principal
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 1000 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 strong commitment to helping children develop good values along with leadership and life skills. He is a Cub Scout Cubmaster and an active board member at his temple.
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