Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Lee works to help pursue the complex financial needs of high net worth investors through the use of wealth management planning and lending strategies that are tailored to each client's unique financial objectives.
Lee carries series 7 and 66 FINRA registrations, as well as health, life, variable annuity license. Lee graduated from the University of Kentucky, where he received his Bachelors of Business Administration in Finance. He is a Financial Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch or approved third- party investment managers’ strategies, funds or portfolios.
In addition, Lee decided to pursue a career in financial services after he saw friends and family deeply affected by the financial crisis of 2008. He understands the importance of wealth management planning, and creates tailored financial strategies for clients to help them pursue the lifestyle and retirement that they are seeking.
Lee was born and raised in Lexington Kentucky, and is a lifelong sports fan. He enjoys watching the University of Kentucky Wildcats, as well as the Miami Dolphins football team. Lee relocated to West Palm Beach Florida in 2015, where he still resides today.
Our approach is designed to help pursue clients’ personal investment needs by providing competent advice, superior service, the finest financial products, and the highest standards of professionalism.
Each investor possesses unique characteristics and goals. A client’s portfolio should be a reflection of this individuality, and this should be demonstrated through the allocation of their assets. As a team, we strive to create and manage a client’s asset allocation directly resulting from their distinctive attributes.
As financial advisors with one of the world’s premier financial services firms, we believe in establishing a relationship with clients built on integrity, service, and sound advice. We apply a consistent process built upon Merrill Lynch's wealth management process to develop and grow each relationship with clients.
We are committed to placing clients’ interests first. We provide highly personalized service and responsible evaluations that are tailored to the individual. By upholding high ethical standards, we seek to build client relationships that transcend generations.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Kentucky
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.