Jon Lee Sarasota Male • United States of America

Jon Lee is a prominent figure in the financial services sector. He serves as the CEO and managing partner of LCM Capital Advisors in Sarasota County, Florida. He founded the company in 2011 and has expanded it to manage over $350 million in assets. With over 30 years of experience, he has become a trusted name in financial planning and wealth management. Born and raised in Sarasota, he graduated from Sarasota High School and the University of Florida, where he played baseball and football and joined Alpha Tau Omega.

Under his leadership, LCM Capital Advisors specializes in estate planning, retirement planning, and strategic financial management. It helps clients navigate complex financial landscapes to secure their futures. His firm serves a diverse clientele, ranging from high-net-worth individuals to large corporations, ensuring their financial goals are met and exceeded.

Lee holds Series 7, 31, 65, and Florida 2-14 Life and Variable Annuities Agent licenses, which qualify him to offer a broad spectrum of financial and insurance products. His educational background and professional certifications underscore his ability to provide comprehensive financial advice.

Apart from his professional endeavors, he is deeply committed to his community. He has been a board member of the Boys and Girls Clubs of Sarasota and DeSoto Counties for over 25 years. He participates actively in local nonprofits, including the UNI Corporation and the Sarasota County Sheriff's Office advisory board.

Residing on Siesta Key, he enjoys a lifestyle filled with outdoor activities supported by the scenic beauty of the Gulf Coast. He is an avid player of pickleball and tennis and enjoys boating as a member of the Sarasota Yacht Club. His involvement with Bayside Community Church reflects his commitment to his faith and local community, contributing to various initiatives across multiple counties.

Jon Lee's life and career in Sarasota exemplify his dedication to excellence in both his professional and personal pursuits. He has made significant impacts on finance and his community.