Monica Lee

 

Member profile details

Membership level
Designated Member
 

Preferred Contact Information

First name
Monica
Last name
Lee
Company
Navolio & Tallman LLP
Position/Title
Partner
Phone
4159561750
 

Member Profile

Website/Linkedin Page
https://ntllp.cpa/services/
Membership Categories
  • Certified Public Accountant (CPA)
Years of Experience
12 Years
Statement of Involvement in Estate Planning
I am a partner at Navolio & Tallman LLP where I service high-net-worth and ultra-high-net-worth families. As part of my job, I am involved in assisting from the estate planning side and working along side attorneys and investment managers to help our clients plan for the future. My bio is here: https://ntllp.cpa/about-us/
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