Broker Check

Our Team

Charles R. (Randy) Lee, CFP®, ChFC®

Investments and Financial Planning

561-747-0455

RandyLee@LWM360.com

Randy Lee, CFP®, ChFC®, is the Founder and CEO at Lee Wealth Management. As Certified Planning Professional (CFP®) he is committed to the CFP Board's Fiduciary Duty. He began his financial career more than 25 years ago with Morgan Stanley.

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Holly Lee

Manager

561-747-0455

HollyLee@LWM360.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...

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