Managing Partner and CEO Financial Servies

Jon Lee Sarasota

 

Jon Lee Sarasota

Jon R. Lee is a financial services firm managing partner and chief executive officer from Sarasota County, Florida. He is the founder of LCM Capital Advisors and boasts over 30 years of experience in the industry.

He graduated from Sarasota High School in 1987 and the University of Florida in 1991. Sarasota was born and raised in Siesta Key, where he now lives with his two black Labrador Retrievers. He proudly supports numerous charities, nonprofit organizations, and other good causes, including the Boys and Girls Clubs of Sarasota and DeSoto Counties.

Aside from his work and charitable efforts, the long-time Sarasota Yacht Club and Sarasota Sports Club members’ hobbies include boating, pickleball, tennis, running, and working out. He is also closely involved with Bayside Community Church.

Jon Lee, Sarasota CEO and managing partner, founded LCM Capital Advisors in 2011. He and his team have grown the Florida-based financial services firm to over $350 million in assets. LCM Capital Advisors and its team have decades of experience guiding clients in successfully planning their futures.

Founder, managing partner, and CEO Lee is committed to helping high-net-worth individuals and large corporations reach and exceed their primary financial objectives and goals. That includes working with a broad spectrum of clients, helping them fully appreciate and understand their particular financial scenarios to ensure a prosperous future.

The founder of LCM Capital Advisors specializes in estate planning, financial analysis, retirement planning, investments, strategic financial planning, and wealth management.

Mastering Financial Planning: A Young Adult’s Guide to Success

Strategic Financial Planning for Your Future Success | LCM Capital Advisors | Jon R. Lee

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Jon R. Lee

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