Lee Werner, AAMS™ focuses first on people, carefully considering their concerns and listening to their goals and needs before matching them with the financial strategies he believes are right for them. He is dedicated to helping people feel more confident about the important financial matters in their lives.
In addition to working with individuals and families, Lee truly enjoys helping young professionals, business owners and entrepreneurs build upon their successful startups and encouraging personal wealth.
As an Accredited Asset Management Specialist™, Lee’s knowledge encompasses a wide range of financial subjects, including investment strategies, business planning, insurance planning, tax strategies, retirement planning, and estate planning. He adheres to standards of professional conduct and is committed to continuing industry education.
As a young adult, Lee pursued several passions. He played hockey through high school, and still enjoys participating in a local men’s league. He took music seriously, studying vocal performance at the University of Illinois before changing course to study business. He even followed his racing dream, competing in the Sports Car Club of America’s Spec Miata series.
His love of cars led to his first career in the auto industry, where he gained almost a decade of experience in managing client relationships. Specializing in helping small- and medium-sized businesses manage their fleets, Lee developed his common-sense approach to problem-solving, and learned first-hand how rewarding it is to take a personal interest in his clients.
When he’s not at the office, the rink or the track, Lee spends his time relaxing with his wife and their dog at his home in Lutz.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.
Raymond James is not affiliated with the above organizations and/or charitable causes.