Lee Pollard, Wms Email & Phone Number

Lee’s journey into financial advising was inspired by his father, a broker, whose dedication and approach to high-quality, straightforward strategies left a lasting impression. This legacy continues with his sister, Robin Seale, with whom he has collaborated for more than 30 years in the financial services industry.His career began at Hilliard Lyons, followed by a move to J.P. Morgan, and then to Raymond James in 2008. With over three decades of experience as a financial advisor, Lee is dedicated to helping clients pursue their financial goals through sensible, tailored strategies. He believes in providing each client with a customized strategy that aligns with their objectives while striving to manage risk and volatility. Lee is passionate about educating clients on their investments.A Lexington native, he holds a Bachelor of Science degree from the University of Kentucky along with the Wealth Management Specialist™ designation. Lee resides in his hometown with his wife, Allison. Their children, Bo, Brad and Hannah, have all moved out. In his free time, Lee enjoys playing golf and attending Southland Christian Church with his family.---------------------------------------------------------------------------------------------Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Listed skills include Financial Analysis, 401K, Retirement Planning, Estate Planning, and 5 others.

• 

  University Of Kentucky

  Bachelor’S Degree