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CFP Board announces second-generation CFP® professional Simone Lee, CFP® as the 100,000th CFP® certificant! Read about this historic milestone and watch the inspirational video of how Simone followed the lead of her mother, Judith Lee, CFP®, CRPC®, SE-AWMA™ to become a CFP® certificant (video link in news release): https://bit.ly/4bCbi67 Merrill Lynch #100kCFP #CFPpro

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Simone Lee Alston, CFP®, CRPC™

Assistant Vice President, Wealth Management Advisor, The Lee Casey Group at Merrill

8mo

Thank you for sharing my story! I am thrilled to share my experiences with the world.

Judith Lee, CFP®, CRPC™, SE-AWMA™

Senior Vice President, Resident Director, Senior Portfolio Advisor

8mo

Yet again, you rise to the highest level of expectations!! I am beyond proud of the commitment, dedication and perseverance that it took to achieve this tremendous milestone!!! What an amazing example to Kai, baby on the way and countless others who will be inspired by your achievement!!! Keep on soaring!!!!🥰

Carlina Jessen

Director, Market Executive

8mo

Impressed but not surprised. I know your mom Judith Lee, CFP®, CRPC®, SE-AWMA™ and see how brilliance runs in the family. Congratulations!!!!

Lazetta Rainey Braxton, MBA, CFP®

Founder | Managing Principal | CCO | COO | Board Candidate | Financial Media Spokesperson | Wealth Activist

8mo

🎉👏🏽✨

Ellen D. Shiery, CFP®, CDFA®

Wealth Management Advisor | Advisor to non-profits and the philanthropists who support them | Educator for women, money, confidence

8mo

Oh, I love this so much! Congratulations, Simone Lee, CFP® and Judith Lee, CFP®, CRPC®, SE-AWMA™! This is such a cool thing to happen during the 20th anniversary year of Women’s Exchange!

Cindy Nagel, CFP®, ABFP®

I help female independent financial advisors elevate their thriving practices to new heights🌟

8mo

Congratulations!  I am 65,087 - yes I have it memorized after so many years - I remember taking one of the parts 8 months pregnant when each part was given only 4 times per year - back in 1999 - I enjoyed your and your mom’s story 👏🏼

Don Smith

Director, Business Strategies and Initiatives Executive, Performance Coach, Practice Management, Merrill Lynch

8mo

Great story and legacy!!

Jackie Graham-Dickson

Director of Donor Relations, Resource Development at United Way of Forsyth County

8mo

Congratulations! Like mother, like daughter. You have grown into a beautiful, talented young woman.

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