• Steven Lees, J.D., C.F.S.C.

    Solicitor

Steve can introduce you to our firm and its advice, services and portfolio management. He is an independent solicitor for Moondance Investment Advisors.

Steve worked as a Trust Officer and Vice President with The First National Bank & Trust Company in Newtown, PA. He also worked as an attorney at Lees & Lees Associates, specializing in estate planning, probate, domestic relations, bank and business law.

Steve taught courses on Estate Planning, Wills and Trusts at the Bucks County Community College, held a position as a regular member at the American Bar Association’s section of Taxation and Fiduciary Income Tax and assisted preparation and delivery of education programs to members of the Bucks County Bar Association.

After completing law school, Steve was admitted to practice before the US Supreme Court and the Pennsylvania Supreme Court. Steve served as a law clerk for the Honorable Robert M. Mountenay, Bucks County Court of Common Pleas.

He is a past member of the American Bar Association, Pennsylvania Bar Association, Bucks County Bar Association, American Bankers Association and the Pennsylvania Bankers Association.

EDUCATIONAL BACKGROUND INCLUDES:

  • Temple University School of Law.
  • Certified Financial Services Counselor (CFSC), High honors.
  • Philip Heckerling Institute* Advanced estate planning certification - American College of Life Underwriters.

PERSONAL & COMMUNITY:

  • Past "Master" Quakertown Lodge #512.
  • Past President Bucks County Estate Planning Council.
  • Past Member of the Bucks County symphonic Band.
  • Member Delaware Valley Philharmonic Orchestra.
  • Participant in the American Cancer Society Relay for life.
  • Married to Kathy Lees.
  • Hiked the Presidential Range Traverse in New Hampshire utilizing the Appalachian Mountain Club’s high mountain huts.