Lee Gleeman
Financial Advisors
Lee Gleeman has dedicated his career to making a meaningful impact in his clients’ financial lives. As a Private Wealth Financial Advisor with Wells Fargo Advisors in Boca Raton, he builds enduring relationships with clients to create tailored plans and personalized investment strategies that align with their unique aspirations. “I want my clients to live the life they envision,” he says.
Focusing on high-net-worth clients, Gleeman holds the distinguished title of Private Wealth Financial Advisor. He works with a comprehensive group of individuals, including planning professionals, trust officers and lending professionals, all coordinating to help provide solutions for complex financial situations. His team implements tax-efficient strategies that are designed to integrate seamlessly with clients’ trust and estate plans. With support from Wells Fargo’s associates in his Boca Raton office, he provides access to comprehensive planning, banking, lending and trust services in one convenient location.
“I can connect clients directly with colleagues in specific areas of financial management—all under one roof,” he explains. “And as our clients return, they’ll see the same familiar faces, building long-term relationships they can rely on."
Accessibility, service and ongoing communication are central to Gleeman’s approach. “I form personal relationships with my clients. Our conversations are often deep and meaningful as we address key issues in their lives, from caring for loved ones to planning for the future,” he shares. “There’s immense satisfaction in helping families realize their financial goals — that’s what drives me.”
Prior to Wells Fargo Advisors, Gleeman was a top financial advisor at UBS. His career includes positions at Morgan Stanley, Oppenheimer, Lehman Brothers and Merrill Lynch. He earned the Certified Investment Management Analyst (CIMA®) designation from the Investment and Wealth Institute through the Wharton School of Business, enhancing his ability to provide advanced investment strategies. From 2019-2024, he has been named to Forbes’ Best-in-State Wealth Advisors list.
Originally from Bayside, Queens, New York, Gleeman moved to Boca Raton in 2002 with his late wife and their three now-grown children. He maintains an active lifestyle with a full fitness regimen and enjoys relaxing at The Boca Raton resort’s beach. As a dedicated New York Mets and Knicks fan, he keeps his NYC roots close to heart. Gleeman serves as a Team Leader for Cycle for Survival, raising funds for rare cancer research at Memorial Sloan Kettering in his wife's honor.
Gleeman Private Wealth Management Group of Wells Fargo Advisors, 1675 N. Military Trail, Ste. 500, Boca Raton, fa.wellsfargoadvisors.com/Gleeman-PWMG/
Named as one of Forbes Best-In-State Wealth Advisors in Florida 2019, 2020, 2021, 2022, 2023, 2024 Issued by Forbes 2024
2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com) 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm
Gleeman works with clients with a $2 million minimum account size or relationship.
Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank.In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
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