Adoree Lee

Adoree Lee joined Rockefeller in April of 2024 after servicing clients at Merrill Lynch Wealth Management since 2008.  She began her financial services career at Morgan Stanley.  Adoree is invaluable in helping to meet the service needs of clients.  Initially, for new clients, this involves the implementation of our client service model, the use of online wealth management services along with the management of the client on-boarding process.  Over time, Adoree effectively interacts with other service areas in the handling of inquiries, ongoing relationship communication and management.

Adoree earned a bachelor’s degree in applied economics from The University of San Francisco. She lives with her husband and two kids.  She enjoys spending time with friends and family and learning American Sign Language.