Marcella Lees

Wealth Management Advisor

Marcella entered the financial industry in 1990 and joined Rubicon Advisors and LPL in 2022. With 32 years of experience in this industry, she offers a vast knowledge of investing and financial planning for individuals, families, retirees, and business owners. She builds strong relationships with each one
of her clients to offer one on one financial advice tailored to each client’s goals and needs.

Coupled with many additional services available to her clients, Marcella offers a holistic wealth management approach to planning for financial success. This includes diverse investment portfolio recommendations and management along with Retirement and Estate Planning Strategies.

Education & Certifications:
• B.A. in Communication, California State University, Long Beach
• Holds Series: 7, 63, and 66 (held with LPL Financial)
• Licensed California Life and Health Insurance Agent
• CA License #0A75766
• AZ License #1617855

For Fun

Marcella resides in Scottsdale, Arizona and volleyball is her #1 passion! As a D1 Scholarship Collegiate Athlete, she participated in the Final Four for Women’s Volleyball and was awarded the female Scholar/Athlete of the Year. Today she continues to play both sand and indoor volleyball.

She is the owner of a Golden Doodle, pug and an annoying cat. She is currently learning to play the often-maddening sport of golf and passionately supports the Loveall Foundation for Children while being an active member in the Women of Scottsdale.

Phone (916) 313-4700