Our Team
Charles R. (Randy) Lee, CFP®, ChFC®
Investments and Financial Planning
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...
Holly Lee
Manager
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...