Benson Lee

Wealth Advisor
Wilmington, Delaware

Experience and Education

Benson provides customized wealth management solutions to clients to meet their financial goals. He works with clients to conduct financial planning, set investment goals and implement portfolio strategies with appropriate asset allocations.

Prior to joining Mariner Wealth Advisors, Benson spent four years with Barley Mill Asset Management as a portfolio analyst and financial advisor. During that time, he analyzed and monitored portfolio performance. He also helped rebalance and adjust portfolios to align with portfolio targets and investment objectives. Benson also gained experience in trusts and helped manage high-net-worth families’ day-to-day needs.

Benson has a bachelor’s degree in finance from Villanova University and an MBA with a financial management focus from Goldey-Beacom College. He also received a master’s degree in finance from Loyola University Chicago.

Personal Interests

Benson is an active supporter for the Delaware Chinese American Association and Huaxia Chinese School at Great Valley, which is focused on spreading Chinese cultures and creating an ideal Mandarin learning environment for kids. In his free time, Benson plays competitive tennis in USTA and WTT leagues and tournaments. He also enjoys playing golf.

Benson’s Office

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