Our Team of Financial Professionals

Charles R. (Randy) Lee, CFP^®, ChFC^®

Founder, Financial Advisor

I am the Founder and Managing Director at Lee Wealth Management. As a Certified Planning Professional (CFP®) I am fully committed to the CFP Board's Fiduciary Duty. I graduated from Georgia Southwestern University and began my...

Holly Lee

Manager

561-747-0455

5612854701

HollyLee@LWM360.com

I manage the scheduling and our office and I am licensed in FL for Life, Health and Variable Insurance as well as have my real estate agent license. Although I do not actively practice real estate, I do stay up to date with real estate...