Bo Lee, CFWA

Bo is a Partner, Senior Wealth Advisor based in the Beacon Pointe Seattle office with close to three decades of experience as a wealth advisor to families, individuals, and institutions across the Pacific Northwest. She works closely with clients to provide comprehensive wealth management solutions, helping them navigate complex financial decisions with clarity and confidence. Prior to joining Beacon Pointe, Bo spent 15 years at BNY Mellon Wealth Management in senior advisory and leadership roles, and 9 years at Morgan Stanley in Seattle, where she built deep expertise in investment strategy, trust and estate planning, and multi-generational wealth advisory. She received a Bachelor of Arts degree in Economics with a minor in Art History at the University of Washington. Bo is a Certified Family Wealth Advisor (CFWA) and is a member of the Family Firm Institute. She was selected as the Puget Sound Business Journal’s 40 Under 40 in 2017 for her contributions to the business industry and the community. She was also selected as one of AdvisorHub’s 50 Women RIAs to Watch for 2026, ranking in the top 19 position. Beyond her professional work, Bo is actively involved in the local community as a member of the Campaign Committee, the Professional Advisory Committee at the Fred Hutchinson Cancer Center, and the Finance Committee at the Washington State Opportunity Scholarship. She has previously held board roles with the United Way of King County, Washington Women’s Foundation, and the Wing Luke Museum. In her spare time, Bo enjoys traveling, cooking, and playing pickleball.