William Lee

William Lee began his career in the financial services industry in 2003 and is a Wealth Advisor & Portfolio Manager with ARQ Wealth Advisors. William specializes in developing customized investment strategies to address the complex financial situations of his clients and their families.

In 2015 through 2025, William received the “Five Star Wealth Manager” award. He has been featured in the Wall Street Journal & Forbes, and was named a “Top Financial Planner” by the Consumer Research Council of America in 2014. He was awarded the CERTIFIED FINANCIAL PLANNER® certification in 2009 and the Chartered Financial Analyst designation in 2014. In addition, he plays an active role in many financial associations and programs, including past President of CFA Society of Phoenix, and past President of Central Arizona Estate Planning Council.

William graduated cum laude from Arizona State University’s WP Carey School of Business with a bachelor’s degree in finance, and he earned a master’s degree in security analysis and portfolio management from Creighton University. He is a rare 5th generation Arizonan. He enjoys being outdoors and any time he can spend on one of the Arizona lakes.