Meghan Lee

Relationship Manager | Boston, MA

Education & Certifications

  • B.S., Babson College

What is your professional background?
Prior to joining Congress Wealth, I began my career as an Associate at Boston Private in their Rotational Development Program.

What guides your financial principles?
Education, trust, time, and having a plan.

With regards to finances, what do you feel like is good advice to live by?
Balance is key – save, invest, and make thoughtful decisions, but don’t deprive yourself of the things you love and what fulfills you at the end of the day.

What brings you the most satisfaction professionally?
Building genuine, impactful relationships with both clients and colleagues. Seeing those relationships blossom over time and knowing I have played a role in making their lives even the slightest bit easier is extremely rewarding.

What is the best advice you’ve ever received?
Get comfortable with being uncomfortable.

When and where are you happiest?
I’ll try to narrow it down to a few things – the first 30 minutes of each morning sitting with my coffee before the day has begun, at a new restaurant I have been wanting to try, hungry, and surrounded by good company, and lastly, on the beach at dusk with my family.

Do you have a favorite quote?
“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel” – Maya Angelou

Contact Meghan