Lee Bledsoe, Cpwa®,Cfp® Email & Phone Number

Lee Bledsoe is a Managing Director and Wealth Management Advisor in the Jacksonville office, and was named to 2020 Barron's Top 1,200 Financial Advisors for the 7th consecutive year(Published annually in February-March. Rankings based on data as of September 30 of prior year) and to Forbes "Best-in-State Wealth Advisors" list in 2018, 2019, 2020, 2021, and 2022(Published annually Jan – April. Rankings based on data as of June 30 of prior year).  His focus is on developing strategies and providing advice for high-net worth individuals, their families and their businesses by understanding their short- and long-term financial objectives and has spent over 36 years assisting individuals and companies pursue their financial goals. He and his wife Lynn live in Jacksonville and are active in the community, supporting various charitable organizations.  Lee serves on the boards of the North Florida School of Special Education and Safe Haven Ministries. *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.  *Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for wealth advisors.

Listed skills include Wealth And Legacy Planning, Wealth Strategy For Families Who Own A Business, and Family Wealth Management Strategies.

• 

  Wealth Management Advisor, Managing Director

  Merrill Lynch Wealth Management

  Jun 1985 - Present - New York, Ny, Us