Jerome V. Lee Jr

Jerome works closely with families to understand their financial goals and help them plan for the future. He supports clients with financial planning, wealth preservation and accumulation strategies, and estate and tax planning, helping them pursue a richer life.

My Professional Background

I graduated from Hampton University with a B.A. in Finance. Before joining Evermay Wealth Management, I spent two years with Ares Management Corporation’s Private Wealth Group in New York City.

My Personal Life

Originally from Bowie, Maryland, I now live in Arlington, VA. Outside of work, I enjoy traveling and spending time with friends and family.

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