Our Qualifications

C. Randolph (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 FINRA Series 7, Series 65, 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, North Carolina, Minnesota and Vermont. Through ongoing continuing education, Randy is diligent about the need to stay abreast of changes affecting financial planning strategies.

Holly S. Lee, Vice President,  Business Development is a 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.

They have one daughter who graduated from college in 2009 and resides in Tallahassee, Florida. In their spare time, they enjoy golf, reading, boating, flying, orchids, travel and cherish the time spent with family and friends.

They truly care about you and your financial goals.