Lee J. Blackwell
Lee Blackwell is a Branch Manager and Senior Financial Advisor with Wells Fargo Advisors Financial Network LLC with over 35 years of experience. He began his career in the financial services industry in 1987, after graduating from Florida Atlantic University. Lee began developing a niche for working with affluent families, businesses, non-profits, and individuals to identify objectives and manage their financial affairs. He provides a variety of services centering on the theme of capital preservation, income, and asset diversification. Providing sound financial advice and guidance has been his focus as a trusted advisor to his clients. Lee is registered with the Series 24, 7, 63, and 65, as well as Life and Variable Annuity licenses.
Lee is looking to develop and implement customized investment plans that are tailored to the personal needs, objectives, and risk tolerances of each of his clients and their families. He provides a variety of asset management strategies, retirement planning, IRAs, 401(k)s, 403(b)s, estate planning strategies, college funding options, and portfolio services designed to help build wealth.
He resides in Orlando, Florida, with his wife, Robin, of 36 years. He has two daughters, three grandchildren (one granddaughter and two grandsons), and another grandson on the way. Outside of the office, Lee enjoys spending time with family/friends, hiking, golfing, attending Orlando Magic games, and traveling on cruises. On weekends, he can often be found in Melbourne Beach, either on the golf course or relaxing by the ocean with his grand dog, Stella.
Lee consistently supports several charitable organizations, including St Jude Children’s Research Hospital, Shriners International, Habitat for Humanity, Canine Companions, and Orlando’s Second Harvest Food Bank.
CA Insurance License 0L66642, Resident State FL