Lee leads the day-to-day operations of the group, focusing on the well-being of our clients with goals-based wealth management planning and investment management processes. Individual consultations allow Lee to assess clients’ financial and personal goals and construct a strategy designed to help fit their needs. Lee recognizes the importance of disciplined processes, making him a dependable resource for clients’ planning needs.
Lee brings over 17 years of industry experience to the group. He has been recognized by Forbes magazine as one of the Best-inState financial advisors for 2021.
Lee is a graduate of Tulane University with a degree in mathematical economics. When he’s not spending his spare time with his wife, Angie, their daughter, Sasha, and their pandemic puppy, Sammy, he enjoys camping, swimming, golfing, and engaging with a variety of non-profit organizations and charities through board membership and volunteering.
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The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information, visit: https://www.forbes.com/best-in-state-wealth-advisors/.