William R Lee III

Personal

I am From New York and grew up in Queens and Nassau Counties with a large extended family.   I graduated from Chaminade High School in Mineola, NY where I participated in the Hiking Club, Social Studies Club, and Sodality.   Additionally, I obtained the rank of Eagle Scout through the Boy Scouts of America.  I am active in the Irish American Community here in New York City involved with many of the different organizations.  I participate every year in the New York City St Patrick’s Day Parade as a Marching Unit Judge along with working Formation for the Mineola and Bayside St Patrick’s Parades.  I reside in Mineola, NY and enjoys swimming and hiking in my free time along with being an amateur blueberry farmer.

Distinct Community Honors

2024 Irish Echo’s Irish Community Champion

2016 Irish Echo’s Top 40 Under 40

2014 AOH Division 1, New York County Man of the Year

2011 International Rose of Tralee Escort in Tralee, County Kerry, Ireland

Honorary Member of the Sixty Ninth (The Fighting 69^th) Regiment

Eagle Scout through the Boy Scouts of America

Professional

I graduated from Northeastern University in Boston, MA with a degree in Finance and minor in Mathematics.   I have been with Northwestern Mutual in New York City since 2017 where I work with individuals, families, and business owners on Comprehensive Financial Planning.  I work with a team of specialists to ensure that unique plans are properly addressed.  My specialties include Retirement Planning, Life, Disability, and Long-Term Care Insurance, Asset Allocation, and Education Saving Plans.   I provide integrated planning to ensure all parts of your plan are cohesive.  

Prior to Northwestern Mutual, I worked in Financial Services, particularly at Chase Bank as a Personal and Private Client Banker.  I worked with clients on personal and business banking, investments, and lending solutions.  I worked with a team of specialists when appropriate to deliver these solutions.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.