Role listed
Lee Wealth Management
AeroLeads people directory · profile
Holly Lee Email & Phone Number
Manager, Lee Wealth Management
at
Lee Wealth Management
1 phone found
area 561
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 71%
Current company
Lee Wealth Management
Role
Manager, Lee Wealth Management
Location
Jupiter, Florida, United States
Who is Holly Lee? Overview
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Quick answer
Holly Lee is listed as Manager, Lee Wealth Management at Lee Wealth Management, based in Jupiter, Florida, United States. AeroLeads shows phone signal with area code 561 and a matched LinkedIn profile for Holly Lee.
Holly Lee previously worked as Operations Manager at Lee Wealth Management.
Profile bio
About Holly Lee
In 2001 I joined Randy Lee, CFP®, ChFC® in his office as a "temp" which quickly morphed into a very full time job handling the daily operation of the office and overseeing marketing and client relations. I love coming into the office everyday and working with our clients and my colleagues and finding and offering financial solutions to our clients. We also host a lot of free educational financial workshops within our community and those workshops are a lot of fun to organize. We find that so many people need good solid financial information and I think that is what we do best.
Current workplace
Holly Lee's current company
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Lee Wealth Management
2 roles
Holly Lee work experience
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Operations Manager
Current
Lee Wealth Management
Jan 2001 - Present
FAQ
Frequently asked questions about Holly Lee
Quick answers generated from the profile data available on this page.
What company does Holly Lee work for?
Holly Lee works for Lee Wealth Management.
What is Holly Lee's role at Lee Wealth Management?
Holly Lee is listed as Manager, Lee Wealth Management at Lee Wealth Management.
What is Holly Lee's phone number?
AeroLeads has found 1 phone signal(s) with area code 561 for Holly Lee at Lee Wealth Management.
Where is Holly Lee based?
Holly Lee is based in Jupiter, Florida, United States while working with Lee Wealth Management.
What companies has Holly Lee worked for?
Holly Lee has worked for Lee Wealth Management.
How can I contact Holly Lee?
You can use AeroLeads to view verified contact signals for Holly Lee at Lee Wealth Management, including work email, phone, and LinkedIn data when available.
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