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Lee Ellen Walker
Executive Client Service Associate
Lee Ellen Walker
Lee Ellen Walker
Lee Ellen Walker
Lee Ellen Walker
Lee Ellen Walker
Lee Ellen Walker
Office
Palm Desert
Toll Free
866.888.6563 x223
Direct
760.834.7223
Fax
760.406.6004

What are 3 words people use to describe you?
Loyal.  Strong.  Stylish.

What are you most grateful for?
My husband and my family.

What gets you excited about life?
Learning something new.  And great fashion.

What is the best advice you have ever been given?
Treat others the way that you would like to be treated.

How do you define success?
Achieving your goals (whatever they may be) despite the obstacles.

What is your proudest achievement?
Being a step-mom and an aunt.  No other professional titles or designations matter in the end.

What life lesson did you learn the hard way?
Nobody is indispensable in corporate America.

What was the best book you’ve read and why?
I read books from a lot of different genres.  But the best business book I’ve ever read is Who Moved My Cheese because this little story about mice teaches you the importance of adapting to change in order to succeed.

What does Your Life Integrated mean to you?
Achieving the proper balance in all facets of your life- Physical, Spiritual, Professional and Social - so that you’re always presenting the best version of yourself.

Lee Ellen Walker joined Integrated Wealth Management in November 2015.  As a Executive Client Service Associate, Lee is responsible for a wide range of client service responsibilities for Integrated Wealth Management clients including account opening, ongoing account maintenance, 401(k) loans and withdrawals, and insurance and annuity contract processing.

Lee has 20 years of experience in financial services working on Wall Street in New York.  She relocated to Palm Desert in 2003 when she married her husband and helped him grow his golf event business and raise his 2 children. She graduated with a Bachelor of Arts, in Economics and Finance from Rutgers University.  In her free time Lee enjoys working out, cooking and traveling with her husband.

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