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Lee H
Series 63, Series 65
St Simons Island, GA
Raymond James & Associates
Lee Haverstock Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Citigroup Global Markets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering a range of financial planning, advisory, and consulting services supported by various portfolio management styles and firm research.
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