Financial Advisor, Branch Office Manager, Managing Director
Lee joined Cary Street in 2015 and has over 15 years’ experience in financial services. Previously, Lee was at Edward Jones, where he was in the top decile of financial advisors for client service excellence. Lee is active in the Fredericksburg community, including service as past President of the Board of Directors at the Massad YMCA and coaching soccer for the Fredericksburg Area Soccer Association. Lee is currently the President of the Board of Directors for the Rappahannock Area YMCA as well as the President of the Board of Directors for the Friends of the Rappahannock.
- BS, University of Mary Washington
- 540.735.2840 Office
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