About
Jon Lee, the CEO and managing partner of LCM Capital Advisors in Sarasota County, Florida, is a seasoned veteran in the financial services industry with over 30 years of experience. Since founding the company in 2011, he has elevated it to manage assets worth over $350 million. A native of Sarasota, he graduated from Sarasota High School and the University of Florida, where he also engaged in sports and fraternity life as a member of Alpha Tau Omega. Under his leadership, LCM Capital Advisors has become renowned for its expertise in estate planning, financial analysis, retirement planning, investments, strategic financial planning, and wealth management. His approach focuses on understanding and fulfilling the economic objectives of both high-net-worth individuals and large corporations.
Work
LCM Capital Advisors