Owner - Salute Financial
Registered Principal and Branch Manager - Raymond James Financial Services
25+ years' experience in the financial services industry. Works with hundreds of families and business owners to prepare for their retirement needs and planning for the most appropriate way to pass wealth to heirs.
As a Registered Financial Consultant, Lee focuses on formulating financial plans specifically designed for the client's needs that have a high probability of withstanding relevant market fluctuations.
He earned a bachelor's degree in Business Sciences with a Financial Planning focus (with honors), is a US Marine Corps Veteran (honorable discharge 1996), Rotary Past President and a Paul Harris Fellow (Major Donor). He has been recognized twice while serving the county with Navy Achievement Medals and as a civilian is an inductee into the Cleveland Martial Arts Hall of Fame for dedication to self-improvement and the development of others. He has also been recognized by Ohio's Senate, House of Representatives and the Board of Lake County Commissions as an inductee into the Lakeland Community College Alumni Hall of Fame for community leadership and service.
Proud to call Geauga County home with my wife and family.
Raymond James is not affiliated with the above organizations and/or charitable causes.