ABOUT US

In 1982, Lee worked as corporate life underwriter for The Independent Life and Accident Insurance Company. He entered the company’s sales force in 1984 as a life and health insurance agent and was subsequently promoted to sales manager in the Jacksonville office.

In 1990, Lee went to work for a local advanced planning insurance firm which focused on estate planning, executive deferred compensation, corporate and professional buy sell agreements etc. Lee also did consulting work for Pension Administrators and Consultants Inc. where he was responsible for presenting and implementing corporate pension plans.

In 1995, Lee entered the securities business with Capital Analysts Inc a certified financial planning firm where he obtained his securities licenses series 7, 63 and 66.

In 2006, Lee opened his own office in Jacksonville with J.W. Cole Financial, Inc.

Lee has been married to his wife Ann since 1987 and they have been blessed to be the guardians for five Afghani children.