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ONE CROSSROADS DRIVEBEDMINSTER,
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Senior Financial Advisor
Senior Vice President
The Lee Klein Group brings almost two decades of experience, coupled with the vast resources of Merrill Lynch specialists, to provide personalized, wealth management advice to clients. With a concentration in retirement income planning,wealth preservation and legacy issues, the team is committed to helping ensure that the right plans are in place for important life transitions. Whether it’s diversified investment portfolios, concentrated stock issues ,credit needs, long term care or other insurances, we base our recommendations on the specific goals and objectives of each client.
Judith Lee, CFP®, CRPC®Senior Financial Advisor First Vice President-Wealth ManagementJudith, the lead advisor on the team, earned the CERTIFIED FINANCIAL PLANNER ™ certification in 2005, awarded by the Certified Financial Planner Board of Standards. She started her career in financial services in 1997.and joined Merrill Lynch in 2006. Connecting with clients in a very personal way, so that she can understand their unique values and goals, lies at the heart of her team's philosophy. Her focus is on creating diversified portfolios, advising on strategies for maximizing retirement income and effective wealth transfer for beneficiaries or philanthropy. Recognizing that women face unique financial milestones, she has a particular interest in guiding women through key life events to financial independence. In 2008 she was a featured panelist at the NJ Governor’s conference for Women. Judith received her BBA in Marketing from Hofstra University in Long Island. She resides in Bridgewater NJ. Her community service commitment includes:The Crossroads Theatre Board of Directors, Member of First Baptist Church of Lincoln Gardens, Merrill Lynch Women's Exchange Leadership team, United Way Giving Circle member. She enjoys traveling with her husband and two daughters. Alina V. KleinSenior ConsultantVice PresidentAlina began her financial services career in 1998, after twenty-five years in materials management for a large pharmaceutical company, and joined Merrill Lynch in 2007. A strong believer in giving back to the community, Alina has a particular concern for disadvantaged women. She is the Chairperson for the United Way Leadership Giving Circle and won the Joseph H. Lee award for her volunteer efforts in 2011. She was recently nominated to the United Way National Women's Leadership Council and The Raritan Valley Community College Foundation Board. Alina is past President of the Northern New Jersey Merrill Lynch Women’s Exchange. In 2006, she was honored by the Patriot’s Path Council for her leadership. Alina graduated from Marymount College, with a BS in Business Administration. She resides in Bridgewater with her husband. The Klein’s favorite leisure time activities include working around the yard, biking, entertaining on their deck and extensive traveling. Michele F. RisleyClient AssociateMichele has been with Merrill Lynch for over 25 years and is often the first point of contact for clients. She is responsible for all the administrative duties and problem resolutions so we are able to provide clients with the highest level of service for their wealth management and banking needs. Michele attended County College of Morris in Randolph, NJ. Michele resides in Hackettstown, NJ with her husband and son. She enjoys listening to her husband's band on the weekends and spending time with her granddaughter.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP in the U.S., which it awards to individuals who successfully complete a CFP Board's initial and ongoing certification requirements. *Chartered Retirement Planning CounselorSM and CRPC are registered service marks of the College for Financial Planning
Judith Lee is registered to do business in : AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, MO, NC, NJ, NV, NY, OH, PA, RI, SC, TX, UT, VA, WA
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