Owner - Salute Financial
Partner - Johnnycake Financial
Registered Principal and Branch Manager - Raymond James Financial Services
25+ years’ experience in the financial services industry. Works with hundreds of families and business owners to prepare for their retirement needs and planning for the most appropriate way to pass wealth to heirs.
As a Registered Financial Consultant, Lee focuses on formulating financial plans specifically designed for the client’s needs that have a high probability to withstand relevant market fluctuations.
He earned a bachelor’s degree in Business Sciences with a Financial Planning focus (with honors), is a US Marine Corps Veteran (honorable discharge 1996), Rotary Past President and multiple Paul Harris Fellow. He is also an inductee of the Lakeland Community College Alumni Hall of Fame as well as the Cleveland Martial Arts Hall of Fame.
Lee is a long time Lake County resident where he currently lives with his wife, Julia, and children. When not at work he can be found working out, volunteering or sharing a meal with his family and neighbors.
Raymond James is not affiliated with the above organizations and/or charitable causes.