Broker Check

Our Team

Charles R. (Randy) Lee, CFP°,ChFC®

Financial Planner

561-747-0455

randylee@leewealthmanagement.com

Randy Lee, CFP®, ChFC®, is a Financial Planner at Lee Wealth Management. He is a graduate of Georgia Southwestern University who began his investment career in the 1990's with Morgan Stanley. He later joined Fidelity Federal...

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Holly Lee

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...

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