David P. Lee, ChFC

David Lee, Managing Director- Investments, has more than 20 years of experience in the financial service industry, starting his career with a predecessor firm of Wells Fargo Advisors in 2000. He has a combination of professional experiences that lend itself to this business. His specialties include complex estate investment planning strategies and actively managed accounts as part of a portfolio strategy.

As a Senior Financial Advisor and PIM Portfolio Manager, David helps manage assets for individuals, retirement plans, trusts, charitable organizations, and businesses. Through a long-term investment approach, he helps clients develop and implement strategies for building and maintaining their wealth.

David graduated from the University of Florida where he majored in Finance and continued his education through The American College through the professional designation of a Chartered Financial Consultant® (ChFC®). He currently holds six different securities registrations and insurance industry related licenses as well.

David is the Treasurer of the Space Coast Chinese American Association, a non-profit organization that is committed to serving the communities by promoting the appreciation of Chinese culture and heritages.

He has been a resident of Brevard County since 2004, and enjoys basketball, chess (Chinese and International), and spending time with his family. David and his wife, Linda, have five children.