Lee <!-- 12 -->Pappas

Lee Pappas

Private Wealth Advisor

Lee earned his Finance degree from Boston University’s School of Management before pursuing his career in the financial services industry. In 1986 he founded and was President of Progressive Finance Corporation, a full service financial provider of commercial, industrial and municipal financing in all 50 states. Involved in many areas of the capital markets, he specialized in financial planning, risk control and portfolio management for small to mid size businesses and corporations.  He sold Progressive Finance Corporation in 2008 to focus on private wealth management for individuals, families and business owners and managed the Winchester, MA office of a multinational investment management company. He has been profiled in the Smart Investor series of Investors Business Daily newspaper for his investing skills.

He values independence for himself and his clients with access to objective, comprehensive financial research and a broad range of non-proprietary financial solutions and strategies. He most values developing long term relationships with his clients and the opportunity to fulfill his client’s goals and make their dreams come true.

He holds his General Securities Representative (Series 7) registration through LPL Financial and Uniform Combined State Law Examination (Series 66) registration thorugh both LPL Financial and Flagship Harbor Advisors. He also holds his Life, Accident and Health insurance license.

For over 35 years, he has been a trustee and volunteer for the Hellenic Cardiac Fund for Children at Children’s Hospital Medical Center. The fund and all volunteer organization provides financial support for needy children requiring medical attention,  housing assistance, transportation and language translation for the child and their family during their treatment at Children’s Hospital.

He lives in the Boston area and has many varied and always expanding interests to satisfy his thirst for life and the incredible journey it offers.

Phone 781-231-5300
Fax 781-218-7235