Lee Shanklin,

With more than 13 years of experience in financial planning and investment management, Lee Shanklin has the 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 strategies 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 investments.

Based on what he learns about you and your goals and an analysis of the current financial markets, Lee designs a customized investment strategy based on your needs. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Lee puts it into action and seeks opportunities to adapt to life changes and new goals.

Lee began his career in financial services in 2010 and previously spent 13 years with Edward Jones. Today, Lee provides financial planning, retirement income planning, protection planning through the use of life insurance, business succession planning and more through Raymond James.

Lee resides in Pittsboro, North Carolina. Away from the office, Lee enjoys playing golf, running, fishing at the coast, spending quality time with family and watching his kids compete in sports and activities.


Insurance products offered through Raymond James Insurance Group, an affiliate of Raymond James Financial Services, Inc.

These policies have exclusions and/or limitations. The cost and availability of life insurance depend on factors such as age, health and the type and amount of insurance purchased.  As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition if a policy is surrendered prematurely, there may be surrender charges and income tax implications. Guarantees are based on the claims paying ability of the insurance company.