With more than 12 years of experience in financial planning and investment management, Lee has accumulated knowledge and perspective to help you with your financial goals. Lee understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Lee will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.
Lee endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the current financial markets, Lee designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and reviews its performance for opportunities to adapt to life changes and new goals.
Lee began his career in financial services in 2006 and previously spent 12 years with Edward Jones. Today Lee provides financial and estate planning through the use of equities, fixed income securities, managed money, 529 education savings plans and more through Raymond James.
A native of Paris, Texas, Lee resides in Greeneville, Tennessee. He is a member of East Tennessee Foundation and the nonprofit Christian Self-Help and a supporter of the Capitol Theatre and Rural Resources.
Raymond James is not affiliated with any organizations mentioned.