Our Qualifications

The principals of Lee Wealth Solutions are Charles R. (Randy) Lee and Holly S. Lee. Randy Lee, President and Financial Planner is a second generation Florida native and graduate of Georgia Southwestern College who began his investment training in the 1990's with Morgan Stanley. He left there for a very successful career as Financial Planner for Fidelity Federal Bank & Trust and later opened his own independent financial planning and investment firm, Lee Wealth Solutions. His registrations include Series 7 for securities, Series 65 for financial planning, Life, Health and Variable Insurance in multiple states.

He has been a licensed Florida Real Estate Broker since 1986 and became a licensed helicopter pilot in 2006. In addition to being licensed to do business in Florida, he is also licensed in California, Arizona, Georgia, North Carolina, Michigan, Minnesota and Vermont. Through ongoing continuing education, Randy is diligent about the need to stay abreast of changes affecting financial planning strategies.

Active in his community, Randy is Treasurer of Sims Cay HOA, Trustee, Northern Palm Beaches Chamber of Commerce and Board Member, Safe Harbor. He is also supportive of the Police Benevolent Association, Juvenile Diabetes Research Foundation, ALS and the Susan G. Komen Foundation as well as Hospice of Palm Beach County.

Holly S. Lee is a Series 6 Registered Representative, Licensed Health and Life Insurance Agent and Licensed Real Estate Agent in Florida. Prior to LWS, she served as Director of Development for Hospice of Palm Beach County and as Florida Marketing Liaison for Chase Manhattan Private Bank and JP Morgan Private Bank.

At Lee Wealth Solutions, we evaluate every client's unique, individual concerns and goals while striving to offer the most comprehensive long term financial strategies for them. We become the "quarterback" for our clients by offering to coordinate and arrange necessary meetings with CPA's and attorneys. If requested to do so, we will attend these meetings as well, at no charge.