Jon Lee Sarasota
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| Gender | Male |
|---|---|
| Location | Sarasota , Florida, United States |
| Introduction | Jon Lee, a Sarasota County native and seasoned leader in the financial services sector, serves as the managing partner and CEO of LCM Capital Advisors, a firm he founded in 2011. With over 30 years of experience, he has skillfully grown the firm's assets to over $350 million. A graduate of Sarasota High School and the University of Florida, he has stayed true to his roots, residing on Siesta Key with his two black Labrador Retrievers. At LCM Capital Advisors, he has demonstrated a deep commitment to guiding high-net-worth individuals and large corporations toward exceeding their financial objectives. His expertise spans estate planning, economic analysis, retirement planning, investments, strategic financial planning, and wealth management. His academic pursuits and athletic involvement at the University of Florida laid a strong foundation for his leadership abilities. Holding Series 7, 31, 65, and Florida 2-14 Life and Variable Annuities Agent licenses, he is well-equipped to navigate the complex landscape of securities and investment advisory services. His dedication extends beyond his professional endeavors into significant charitable activities. |