Janet Lee,  AIF®, BFATM

Janet Lee,  AIF®, BFATM

Senior Vice President National Sales

Janet joined The Pacific Financial Group in August 2008. She previously served as senior vice president of national accounts for an alternative investment firm where she served as the primary liaison to their broker/dealer clients. She also brings more than five years of Wall Street experience to TPFG, including two and a half years with Bank of America Securities in equity research and institutional Sales and a year with Morgan Stanley in equity research. She currently holds a Series 65 license.


  • B.A., Organizational Studies, University of California, Davis