Broker Check
Charles R. (Randy) Lee, CFP°,ChFC®

Charles R. (Randy) Lee, CFP°,ChFC®

Financial Planner

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 Bank and Trust as Senior Investment Advisor. Several years later he opened his own, independent wealth management firm, Lee Wealth Solutions which became Lee Wealth Management in 2015. 

His registrations include Series 7 for Securities and Series 65 for Financial Planning and Life Health and Variable Insurance.

He has hosted many informational financial events over the years and is very active in his community..

Randy is married to Holly and they have one grown daughter and two rescue dogs. He enjoys boating, travel, working out, grilling, entertaining and spending time with friends and family.