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Office: 561-747-0455

Mobile: 561-285-4701

1662 North US Highway 1

Suite A

Jupiter, FL 33469

Series 65, Licensed Life Health & Variable Annuity, FL Licensed Real Estate Broker and Agent

HollyLee@LWM360.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
Charles R (Randy) Lee and/or Lee Wealth Management are not affiliated with or endorsed by the Social Security Administration or any other government agency.