Lee McGowan

  • Has written numerous articles and provided commentary for online publications including the Journal of Financial Planning, Wealth Management Exchange, FiLife, and Mystockoptions.com
  • Serves on the Advisory Board for the Journal of Financial Planning

Experience

Lee McGowan is a former writer for The Balance, covering investing and mutual funds for more than a year. He currently serves as a vice president and fee-only financial planner/managing director/partner at Monument Group Wealth Advisors, a registered investment advisor in Boston. Monument Group manages over $500 million in assets.

McGowan served as Vice President of TFC Financial Management from 2004 through 2010, as well as financial advisor for Wachovia Securities from 2000 through 2004 and PaineWebber from 1998 until 2000. 

Education

McGowan earned his Bachelor of Arts degree from Hanover College where he majored in Business Administration. He also attended the College for Financial Planning and passed the CFA Level 2 examination.

About The Balance and Dotdash

The Balance makes personal finance easy to understand. It is home to experts who provide clear, practical advice on managing your money. Whether you’re looking to invest, buy a home, save for retirement, or achieve another financial goal, The Balance will answer your questions with straightforward personal financial advice.

The Balance is part of the Dotdash publishing family. For more than 20 years, Dotdash brands have been helping people find answers, solve problems, and get inspired. We are one of the top-20 largest content publishers on the internet, according to comScore, and reach more than 30% of the U.S. population every month. Most recently, Dotdash was named Publisher of the year by Digiday, a leading industry publication.