Lee E. Forehand CIMA®, C(k)P®, QPFC, CRPS®, CRPC® in

Lee E. Forehand CIMA®, C(k)P®, QPFC, CRPS®, CRPC®

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Vice President | Corporate Retirement Director | Financial Wellness Director | Financial Advisor at Morgan Stanley
📍 Greater Dothan, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
20 Years
Current Role
Vice President | Corporate Retirement Director | Financial Wellness Director | Financial Advisor
Job Level
Senior
Location
Greater Dothan, United States
Personality Overview

How Lee shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Lee cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

12-2015
Vice President | Corporate Retirement Director | Financial Wellness Director | Financial Advisor
Morgan Stanley
12-2007 - 12-2015
Partner | Certified Pension Consultant | Retirement Plan Services
BEVIS, EBERHART, BROWNING, WALKER & STEWART, P.C.
8-2006 - 8-2007
Investment Advisor
Synovus
9-2005 - 8-2006
Licensed Financial Specialist
Wells Fargo
6-2004 - 9-2005
Registered Representative
Guardian Life
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2015 - 2016
Masters Degree
University of Alabama
2002 - 2004
Bachelors Degree
Troy University Dothan
1998 - 2002
Associates Degree
Enterprise State Junior College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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