Broker Check

Our Team

Charles R. (Randy) Lee, ChFC

President and Wealth Advisor

(561) 747-0455

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....

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Holly Lee

Director of Operations


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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