Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Our Team

Holly Lee

Director of Operations

561-747-0455

HollyLee@LeeWealthManagement.com

Holly Lee oversees the office operations and has her Series 6 registration, is a Licensed Health and Life Insurance Agent as well as Licensed Real Estate Agent in Florida. Prior to joining Randy in 2001, she served as the Florida...

Read more

Charles R. (Randy) Lee

President and CEO

(561) 747-0455

RandyLee@LeeWealthManagement.com

Randy Lee, President and Wealth Advisor is a graduate of Georgia Southwestern University who began his investment career in the 1990's with Morgan Stanley. He later joined Fidelity Federal Bank and Trust as Senior Investment Advisor....

Read more