Lancelot Lee is a financial advisor with Raymond James Financial in Houston, TX, holding the ChFC® designation and Series 63 license, with 26 years of industry experience. Prior to his current role, he worked at Sunamerica and its affiliated entities for eight years. Outside of his advisory work, he serves on the Planning and Zoning committee for the City of Spring Valley Village, providing input on local land use and zoning matters. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm focuses on tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supporting clients through various advisory programs and specialized offerings such as municipal advisory and SIMPLE IRA Employer Advisory services.

Michael Macrory is a financial advisor with Raymond James Financial in Houston, TX, holding a Series 63 credential and 27 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory role, Macrory is the owner of Centre Wealth Management, where he also serves as a financial advisor and branch manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.