Ian Lee joined BFG Financial Advisors as a client service associate in 2026.

Ian discovered his passion for financial planning early in college, combining his interest in finance with a genuine desire to build meaningful relationships and help others make confident financial decisions.

Ian graduated from Towson University in 2026 with a degree in Business Administration, focused on Finance. While at Towson, he was an active member of the Finance Department, competing in the Financial Planning Competition, where his team earned first place in 2026, and participating in the Investment Club. As a student-athlete on the Towson men’s swimming and diving team, Ian also served for three years as the Community Service Leader for the Student-Athlete Advisory Committee (SAAC), organizing volunteer initiatives and giving back to the local community.