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Lee Gatta, CLU®, ChFC®, CLTC, AEP® 

Financial Planner
5786 Widewaters Pkwy
Dewitt, NY, 13214
Map |  Driving Directions

Phone: 315-446-1515 Ext. 7035
Fax: 315-445-1821

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Email: lee.gatta@prudential.com

Insight

Volatile markets. New tax laws. Upcoming retirement.
Working with an experienced financial professional to help you make sense of it all may be the smartest decision you'll ever make.
You need someone who knows how to help you grow and protect your wealth with appropriate financial and insurance products. As a financial professional, I can provide assistance on a range of financial issues matching your investment portfolio with your risk tolerance, time horizon and investment objectives to suggesting alternatives to help protect your assets.

As a Prudential financial professional, all of my experience and skills are at your disposal.

Please call me today or click the 'Request an Appointment with Me' link below.

0206171-00001-00

Profile 

Professional

  • Lee has recently received her ChFC designation from the American College, Bryn Mawr PA, where she has already earned the CLU and AEP designations.


Education

  • Lee studied Psychology at Syracuse University and received her Bachelor of Arts in 1973 and her Masters of Science in RehabilitationCounseling in 1975.
  • She studied at the American College for her CLU and AEP designations.
  • The Association of Alpha Chi Omega; Junior League of Syracuse; Estate Planning Council; Society of Financial Service Professionals; Planned Parenthood of Rochester/Syracuse region
  • National Association of Insurance and Financial Advisors


Personal

  • Lee Gatta is married to Joseph Reddick who recently retired from the Syracuse City School District and coaching Women's Basketball at Morrisville State University.
  • Joe recently opened Joe Reddick's Sport Bar on Erie Blvd. E in Syracuse.

Licenses & State Registrations

Insurance Licenses
Securities Licenses: CA, ID, LA, MA, NC, NJ, NY, PA
Life Insurance: ID, NC, NJ, NY, PA
Variable Life Insurance: ID, NC, NJ, NY, PA
Mutual Funds: CA, ID, LA, MA, NC, NJ, NY, PA
Fixed Annuities: ID, NC, NJ, NY, PA
Variable Annuities: ID, NC, NJ, NY, PA

Next Steps

Request an Appointment With Me
It would be my pleasure to meet with you and discuss your financial and insurance needs.

Get an Insurance Quote
You can obtain an online insurance quote specific to your needs.

Lee Gatta offers investment advisory services as a representative of Prudential Financial Planning Services, a division of Pruco Securities LLC (Pruco), and securities products and services as a Registered Representative of Pruco. The Prudential Insurance Company of America, Newark NJ and Pruco are Prudential Financial companies. 1-800- 201-6690 Lee Gatta offers investment advisory services as a representative of Prudential Financial Planning Services, a division of Pruco Securities LLC (Pruco), and securities products and services as a Registered Representative of Pruco. The Prudential Insurance Company of America, Newark NJ and Pruco are Prudential Financial companies. 1-800- 201-6690 Offers investment advisory services as a representative of Prudential Financial Planning Services, a division of Pruco Securities LLC (Pruco).