Woodman & Eaton P.C. Estate, Business and Financial Planning Needs 801 Main Street, Concord, MA 01724
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LEE C. MCGOWAN

Lee C. McGowan, Wealth Management and Trust Services

Email: lmcgowan@monumentfa.com

As a member of the Woodman & Eaton team, Lee provides wealth management and trust services for clients of the firm.

 

Lee received his B.A. from Hanover College in 1993 and is a graduate of the Financial Services Institute at Northeastern University and the College for Financial Planning. He has successfully completed the Series 7, Series 63, and Series 65 securities examinations, as well as the Massachusetts Life, Accident and Health Insurance exams. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and has passed the CFA Level 2 examination.

Prior to joining Monument Financial Advisors, Lee was Vice President of a Boston-based registered investment advisor.

 

He has written articles and provided commentary for numerous publications including the Journal of Financial Planning, Wealth Management Exchange and Mystockoptions.com. Lee also served as the Guide to Mutual Funds at About.com (A New York Times Company). He is a member of the Journal of Financial Planning's Advisory Board, the Boston Estate Planning Council and the Financial Planning Association.

 

Lee and his wife, Rose, enjoy watching their two daughters participate in swimming, dance and gymnastics.

 


OUR TEAM

BYRON E. WOODMAN, JR. - Attorney
PETER R. JOHNSON - Attorney
NEIL L. COHEN - Attorney
LEE C. MCGOWAN - CFP Practioner
PAMELA J.M. DIXON - Paralegal
CHRISTINE M. NAPOLITANO - Paralegal
SARITA W. BEEBE - Paralegal
LORRAINE S. STONE - Office Coordinator