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Lee Olswanger

Lee Olswanger

Assoc. Vice President

Lee Olswanger joined our team in September 2020. He started his career working as an analyst at UBS Group AG in Nashville, TN, where he assisted client advisors and portfolio managers. After a few years with UBS, Lee moved back home to Memphis, TN, to accept a position as a financial advisor at Merrill Lynch.
He is active in the community and serves on the board of several local organizations, including the Memphis Jewish Community Center and the Tennessee Chapter of the Crohn’s & Colitis Foundation.

Education: University of Tennessee, Knoxville with a bachelor’s degree in finance and accounting
Licenses: Series 7 and 66

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