Lee Ann Coburn

Lee Ann and her team help families achieve and maintain a worry-free retirement lifestyle.

Named to Forbes “Best-in-State Wealth Advisors” list, Forbes “America’s Top Women Wealth Advisors” as well as “Working Mother/SHOOK Research Top Wealth Advisor Moms” list 2019-2021.

As a Boston marathon finisher, Lee Ann believes that disciplined preparation and smart planning can set you up for long term success. Lee Ann and her team are passionate about helping families plan for and attain their biggest life goals, especially in a values based way. She recently obtained her Chartered Sustainable Responsible Investment Counselor to help clients invest according to their beliefs and values.

Lee Ann is a graduate of the University of Pennsylvania. She studied International Relations and Co-captained the school’s Division I Women’s Lacrosse team. She is founder of Merrill’s East Bay Women’s Exchange, and founder of BAWLers (Bay Area Women Leaders), a thought leadership forum dedicated to providing professional women opportunities to connect, collaborate and hopefully inspire each other. Lee Ann lives in the East Bay, with her husband, and two daughters. She was a Scorpion Lacrosse coach, a mediocre tennis player and is an even worse golfer.