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Anne Lee

Anne Lee

Client Relationship Manager

Anne Lee is a Client Relationship Manager and has been with The Sterling Group since 2013. As a CRM, she is responsible for assisting clients with the administration of their accounts. She currently maintains the following FINRA registrations with LPL Financial: Series 6, 7 and 63, in the state of California. Anne is a Registered Assistant with, and securities are offered through LPL Financial. Member FINRASIPC.

Anne currently resides in Montrose with her husband and two tabby cats. She is an avid fiction reader and enjoys hiking and exploring the Los Angeles food scene.