Lee Carter Email & Phone Number

Lee is a Client Wealth Manager for the Armstrong Wealth Management Group, a comprehensive fee-based wealth management firm in Florence, South Carolina. Over the years, the firm has developed and refined a five-part process that helps medical professionals, retirees, and busy professionals enjoy their lives while having the confidence they are on track to making (or keeping) work optional. This is the firm’s WealthFoundation Process(SM). This process includes crafting a stress-tested strategy, managing risk using their rules-based WealthProtect System, and helping clients enjoy life by seeing their total financial picture clearly while receiving exceptional personal service. A typical client has at least $350,000 in assets to manage and has a desire to collaborate with a team of investment professionals on their financial future.Meet Lee:Lee grew up in Kingstree, South Carolina, and attended Francis Marion University, where he played centerfield and pitched for the Patriot baseball team. In addition to being a baseball team member, Lee was also a member of the Kappa Alpha Order Fraternity and Pi Gamma Mu Honor Society.Lee lives in Florence with his wife and son. Lee is a member of the FMU Alumni Association, FMU Swamp Fox Club, and served as a Deacon at Ebenezer Baptist Church.Lee enjoys volunteering in the community, with two causes standing out in front. First, he is a past President and current member of the Kiwanis Club of Florence. When Lee joined the Kiwanis Club of Florence, he became active in the Terrific Kids Program. Every month he represents the Kiwanis Club at a local elementary school to recognize kids excelling in being all-around students.Lee is also a past President and current board member of All 4 Autism in Florence County, working to help make the Pacing for Pieces/Piece Jam event a successful fundraiser for the Autism Resource Center of the Pee Dee. Lee has a personal connection and is passionate about volunteering for this organization. These causes touch kids early when a significant impact can be made.Fun Facts:● Loves all things sports, he played 3 in high school● Stays in shape by chasing around his energetic son● Favorite Sports Team: Clemson Tigers & Francis Marion baseball team• Food: Cooking out on the grillSpecialtiesFinancial planning specialties include: Wealth Management, Investment Management, Retirement Planning, IRA Distribution Planning, IRA Rollovers, Intergenerational Wealth Transfer, Insurance Analysis, Long Term Care Needs Analysis, 529 College Planning.

Listed skills include Wealth Management, Disability Insurance, Term Life Insurance, Long Term Care Insurance, and 30 others.

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  Client Wealth Manager & Partner

  Armstrong Wealth Management Group

  May 2002 - Present - Florence, South Carolina, Us

  Lee has been working with the Armstrong Wealth Management Group since it was founded. Throughout his time there, Lee has served in roles such as Director of Sales and Marketing, in which he helped the firm triple its brokerage and advisory assets under management through LPL Financial. As Client Wealth Manager, Lee conducts client reviews, evaluates their financial portfolios, and meets with prospective clients. He is a partner in the firm.He is a partner in the firm that has grown to seven team members, and the advisors collectively serve over $330 million in brokerage and advisory assets through LPL Financial for over 500 families locally and around the world.*The Armstrong Wealth Management Group WealthProtect System is an investment risk control system designed (but not guaranteed) to limit significant losses in major bear markets (excess of 30% loss from market peak to market trough). It is NOT designed to prevent normal market losses (under 20%). No strategy can assure a profit or protect from a loss. Occasional false signals can reduce returns. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to their accuracy or completeness. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the "Contact Info" section above.

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  Francis Marion University

  Political Science