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 a series 24, 7, 63, and 65, as well as Life and Health Insurance 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, 403b, estate planning strategies, college funding options, and portfolio services designed to help build wealth.

He resides in Orlando, Florida, with his wife Robin of 34 years and has two daughters. Lee likes spending time with family/friends, hiking, golfing, attending Magic games, and traveling on cruises. On weekends, you can find him residing in Melbourne Beach, playing golf, or relaxing on the beach with his grand doggie, Stella.  Lee consistently donates to many charities, including St Jude’s Hospital, The Shriners International, Habitat for Humanity, Canine Companions, and Orlando’s Second Harvest Food Bank.

 

Wells Fargo Advisors Financial Network is not a legal or tax advisor.
CA Insurance License Number 0L66642. Resident State Florida.