Malik S. Lee, CFP®, CAP®

Managing Principal
Investment Advisor Representative

As the founder of Felton & Peel Wealth Management, I’m proud to utilize my nearly two decades worth of experience and expertise to help change people’s financial lives for the better.

I do what I do because I love people and numbers. It brings me great joy to be able to utilize my natural talent for finances, combined with my experience and professional designations, to help deliver a uniquely personal and affordable financial planning service that elevates the lives of people from differing backgrounds and walks of life. Nothing makes me happier than listening to people’s stories of what made them the successful person they are today.

Throughout my career I have had the benefit of working with some of the greatest minds in financial planning, insurance and investments, at some of the largest and most reputable financial institutions in the world. By creating Felton & Peel Wealth Management, I have taken those experiences to give our clients what I believe is an extremely well balanced and thorough financial experience.

My Path To Felton & Peel

There are many elements that conspired to lead me to where I stand today, but the most important of these is my upbringing. My great Uncle was probably one of the most successful people I knew. He was an accountant, so I wanted to be one, too. Luckily, I was naturally good at numbers and became the youngest in my family to become the all-time banker in Monopoly (still one of my greatest feats!).

When I look back on my youth, there are many times where the “ball could have bounced the other way,” and I could very well have taken a different path in life. Both of my parents passed away before I was six years old, and so I went to live with my grandmother, a move that was paramount to the man I am today. A lot of people stepped up to help raise me, from family, friends, church, and community. It really took a village to raise a young black parentless child in the inner city of Queens, NY.

I feel that the more “successful” that I am in life, every single person that participated in my upbringing deserves a huge nod of thanks, as this is their success, too. The more financially able I am, it brings me a great sense of peace to be able to pay it forward, and give back in as many different ways as possible to the community that remains my bedrock.

Professional Background

CERTIFIED FINANCIAL PLANNER™

Chartered Advisor in Philanthropy®

Member of the CFP Board Council of Examinations

Subject Matter Expert and Question Writer for CFP® Examination

Education Director and Board Member for the Financial Planning Association of Georgia

Member of The Association of African American Financial Advisors (AAAA)

I graduated with a B.A. in Finance from one of the most well-renowned historical black colleges (HBCU) in the world, Morehouse College. I also hold a Certificate in Financial Planning from Oglethorpe University, FINRA Series 66 license, Life, Accident, & Sickness license, and serve as Notary for the State of Georgia.

Though only small (no more than 2000-2500 on campus at any given year), Morehouse College has an incredibly strong and successful group of alumni, amongst whom I’m very proud to classify myself. I was highlighted in our “We are Morehouse” (#wearemorehouse) campaign as one of the top alumni from the classes of 1990 to present. Fellow graduates include Dr. Martin Luther King, Jr., Spike Lee, Samuel L. Jackson, Charles D. Moody, Edwin C. Moses, Maynard H. Jackson and more.

Today it brings me great pleasure to serve as Guest Lecturer at Morehouse College. Returning to my old stomping grounds to help educate and elevate the next generation of success stories is something that I am immensely grateful to be able to do. The provision of financial education and literacy forms the very core of Felton & Peel, and it’s exciting to be able to extend this work beyond our client base at every opportunity.

Philanthropy has always been something I was deeply passionate about. I am a member of the Philanthropic Advisor Leadership Institute (PALI), and am passionate about contributing to both my professional and local communities.

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A Little More About Me

My life experiences have left a deep and meaningful imprint on the man I have become, and family remains at the core of everything I do. I am fortunate to be surrounded by an incredible community of relatives and friends, and in my spare time I love nothing more than to enjoy their company both in Atlanta and in my hometown of Queens, New York.

I am also heavily dedicated to supporting a range of philanthropic endeavours. Volunteering and mentoring are passions of mine, and I regularly work with a wide variety of charities and organizations, especially those who support children who have lost their parents. I am also deeply committed to helping those with autism, at-risk and troubled youths, and young people looking to establish a foundation of financial literacy.

Aside from all of this, health and fitness are very important to me, and I enjoy practicing Judo and Muay Thai. I also enjoy cooking for family and friends on my green egg, watching and playing sports, dancing, watching reality financial TV (Profit and Shark Tank), and traveling.

I live in Powder Springs, GA with my wife Stephanie and our two children, Kailyn and Noah. They provide the foundation from which I am able to confidently set out every day to do the work I truly believe in, and enable me to live out each day with an overwhelming sense of meaning and gratitude.

Felton and Peel Appointments

I strive to make connecting as easy as possible. Email me at malik@feltonandpeel.com, or call 404-421-4211. You can also book an appointment below to meet with me virtually, or in person if you’re in the Atlanta, GA area.

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