Gavin Lee

Partner, ACP
Financial Advisor, RJFS

Originally from Santa Barbara, California, Gavin is a graduate of Pepperdine University with a degree in organizational communication.

Gavin is married to his wife of 18 years, Gretchen, and they have two children, Justin (14) and Megan (11). He is a member of Lakeside Golf Club, serving as the club’s green committee chair. Gavin’s other hobbies include swimming and reading mystery or fiction novels. He and his family reside in the foothill community of Sierra Madre.

For more than two decades, Gavin has used his passion for finance to make a positive impact, helping wealthy families strive toward their objective of multigenerational financial well-being.

Gavin began his career as a financial advisor with Merrill Lynch in Los Angeles in 1996 and later joined Wachovia Securities, a predecessor of Wells Fargo Advisors, in 2004. In 2019, he proudly joined Raymond James.

For the past 15 years, Gavin was a partner for a high-net-worth advisory team with over $190 million in assets under management, assisting clients with custom investment portfolio management, tax-efficient income and capital appreciation.

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