Lee joined the Crux Wealth Advisors team in 2021 as a Financial Advisor at our Rochester, NY office. He has been in the industry for more than 40 years and brings extensive and invaluable industry experience to our team. Lee has previously worked for Dean Witter, A.G. Edwards & Sons, and RBC Wealth Management.
Throughout his time in the financial services industry, Lee has always maintained the same philosophy when serving his clients. He believes it’s imperative to stay true to his word as a dependable resource to his clients. Lee develops effective working relationships by listening carefully to build personalized client tactics, communicates clearly, and gives his clients the ability to have confidence in their finances through long-term planning strategies.
Lee earned a bachelor’s degree from Colgate University and an MBA from the University of Denver. He also earned the professional designations of Certified Investment Management Analyst (CIMA®), Certified Financial Planner (CFP®), and Retirement Management Advisor (RMA®).
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Life has given me many rewarding opportunities. I’ve had the pleasure of working with fantastic people and continue to establish meaningful relationships in my career. I have had incredible support from my wife, Wanda, my son, Chris, and have had great joy from my wonderful grandchildren, Colt and Jack.
In my spare time, I compete in the United States Practical Shooting Association. I’m also an NRA and USCCA Certified Instructor.
Raymond James is not affiliated with any of the organizations listed above.