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Stephen L

CFP®, Series 63

Columbia, MD

Lee Financial Group, Inc.

Stephen Lee is the principal of Lee Financial Group, Inc. in Columbia, MD, and holds the CFP® designation and Series 63 license. He has 45 years of industry experience and has been associated with Raymond James Financial in various capacities since 2004. Outside of financial advising, he is the owner of a law office focusing on wills, trusts, and powers of attorney, and serves on the advisory board for River Hill FBLA, providing student mentoring. Lee Financial Group offers individualized financial planning and wealth management advice to individuals and families, including high-net-worth clients, trusts, and charitable organizations. The firm provides written financial plans through a data-gathering process and offers follow-up consultations, with investment recommendations based on fundamental, technical, and cyclical analysis.

General retirement planning General tax planning General estate planning guidance Cash flow / budgeting Business sale tax planning Founder/Business Owner
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