Wei Li has been with Apogee Financial Partners (formally National Financial Services Group), as a financial advisor, since 2006. She came to our firm after a diverse career in academic research, product development & marketing and international business consulting.
Wei attended the University of Science and Technology of China, and obtained her Ph.D. from the University of Missouri-Columbia at age 25. After her graduate studies, Wei first worked at Lawrence Berkeley Laboratories, a highly regarded U.S. National Laboratory of the U.S. Department of Energy. She then joined Milliken & Company, a leading U.S. manufacturer in South Carolina. Her corporate career also includes Premier Research Worldwide where she focused on strengthening PRWW’s strategic initiative in Corporate Partnership Development and Global Alliance.
With an extensive background in both public sectors and private businesses, Wei is driven by a strong desire to help her clients pursue their financial goals and to give back to the community. She specializes in wealth management for corporate executives, S corp and LLC business owners, and distribution planning from qualified assets.
Wei Li is a member of the Newnan-Coweta Chamber of Commerce, member of the Newnan Chapter of Business Network International and member of Lions Club International.
A native of China, Wei and her family live in Sharpsburg, Georgia.
Wei Li is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Georgia. Wei is insurance licensed in Georgia.