Raymond Lee, CLU®, CFP® in

Raymond Lee, CLU®, CFP®

Questioner · DISC type c
Partner | Wealth Advisor at Catalyst Planning Partners
📍 Greater Chicago Area, 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.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
17 Years
Current Role
Partner | Wealth Advisor
Job Level
Mid-senior
Location
Greater Chicago Area, United States
Personality Overview

How Raymond shows up

Value Seeker
Systematic
Price-Sensitive

They are more likely than others to negotiate on pricing and terms. They prefer to analyze every situation thoroughly.
 They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Priorities

Topics Raymond cares about

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

Work history

4-2025
Partner | Wealth Advisor
Catalyst Planning Partners
1-2010
Wealth Management Advisor
Northwestern Mutual
7-2001 - 7-2002
Consultant
ARTHUR ANDERSEN (Official)
Senior Consultant
BearingPoint Consulting
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1997 - 2001
BS
Gies College of Business - University of Illinois Urbana-Champaign
1993 - 1997
Education details unavailable
Glenbrook South
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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