About this speaker
Keoni Lee is a CERTIFIED FINANCIAL PLANNER™, First Vice President, Corporate Retirement Director, Financial Advisor, and Managing Partner of The Island Legacy Group at Morgan Stanley. Keoni began his career in the financial services industry in 2010 and utilizes his extensive product knowledge to construct portfolios and conduct investment analysis. He educates families on managing income, expenses, and risk in an ever-changing economic environment. As the Managing Partner, Keoni oversees the day-to-day operations, maintains investment models, and matches the right products and services to each family's unique needs