Jon Lee Sarasota

Jon Lee is a prominent managing partner and CEO of LCM Capital Advisors, based in Sarasota County, Florida. With more than 30 years of experience in the financial services sector, he established the company in 2011. Under his leadership, the firm now manages assets exceeding $350 million. Born and raised in Sarasota, he graduated from Sarasota High School in 1987 and continued his education at the University of Florida, earning a Bachelor of Science degree in 1991. His firm specializes in a range of services, including estate planning, financial analysis, retirement planning, strategic financial planning, and wealth management. His certifications, such as Series 7, 31, 65, and Florida 2-14 Life and Variable Annuities Agent licenses, empower him to offer a comprehensive array of financial solutions.

Jon Lee Sarasota
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LCM Capital Advisors Meet Jon Lee – CEO & Financial Strategist with 30+ Years of Expertise
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Description for LCM Capital Advisors: LCM Capital Advisors, founded in 2011, is a premier financial services firm based in Sarasota, Florida, managing over $350 million in assets. With a mission to guide high-net-worth individuals and corporations toward financial success, LCM Capital Advisors specializes in wealth management, estate planning, retirement solutions, and strategic financial planning. The firm’s seasoned team, led by industry veterans, helps clients navigate their unique financial scenarios with a personalized approach, ensuring long-term prosperity and security. The advisors at LCM Capital are dedicated to empowering clients with informed decisions, offering tailored financial solutions that align with both short-term goals and long-term aspirations. With decades of experience in the financial sector, LCM Capital Advisors has built a reputation for excellence, trust, and innovation, becoming a leading name in Florida’s financial services landscape. Author Jon Lee: Jon R. Lee, the founder, managing partner, and CEO of LCM Capital Advisors, is a Sarasota native with over 30 years of experience in the financial services industry. Jon is a graduate of the University of Florida, where he played baseball and football and became a member of the Alpha Tau Omega fraternity. A licensed financial professional holding Series 7, 31, and 65 licenses, as well as a Florida 2-14 Life and Variable Annuities Agent license, Jon specializes in wealth management, estate planning, financial analysis, and strategic planning. Beyond his professional accomplishments, Jon is a dedicated community leader who actively supports local charities and organizations, including the Boys and Girls Clubs of Sarasota and DeSoto Counties, where he has served on the board for over 25 years. His hobbies include boating, tennis, pickleball, running, and enjoying life on Siesta Key with his two black Labrador Retrievers. Jon’s commitment to both his profession and the Sarasota community reflects his deep-rooted passion for making a positive impact both personally and professionally. #LCMCapitalAdvisors #JonLee #FinancialServicesSarasota #wealthmanagement #estateplanning #FinancialAdvisorFlorida #financialadvisor #Sarasota #business #JonLeeCEO
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Personalized Financial Strategies for Long-Term Success | LCM Capital Advisors | Jon Lee
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LCM Capital Advisors is a Florida-based financial services firm founded in 2011 by Jon R. Lee, who serves as the managing partner and chief executive officer. Headquartered in Sarasota, the firm has steadily grown under Lee’s leadership, now managing over $350 million in assets. With a team of seasoned financial experts, LCM Capital Advisors has become a trusted partner for individuals and corporations seeking to secure their financial future. The firm specializes in a wide range of financial services tailored to meet the diverse needs of its clientele. These services include estate planning, financial analysis, retirement planning, investments, strategic financial planning, and wealth management. LCM Capital Advisors is committed to working closely with high-net-worth individuals and large corporations, helping them fully comprehend their unique financial scenarios. This ensures that clients can make informed decisions and pursue long-term prosperity with confidence. At LCM Capital Advisors, the focus is on delivering personalized strategies to meet each client’s financial goals and objectives. Jon Lee and his team leverage decades of combined experience to guide their clients through complex financial landscapes. Their mission is to help clients not only meet but exceed their financial objectives through thoughtful, strategic planning. The firm is known for building lasting relationships with its clients by fostering trust and transparency. Whether planning for retirement, managing investments, or navigating estate planning, LCM Capital Advisors offers expert advice and tailored solutions to secure the financial well-being of its clients.
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Pickleball Basics: Essential Gear for Beginners
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Pickleball has rapidly gained popularity as a fun and accessible sport for all ages. Whether playing recreationally or aiming to improve your skills, …
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Gear Up for Pickleball: Must-Have Equipment for New Players
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As the sport of pickleball continues to surge in popularity, many new players are eager to jump in and experience the fast-paced fun. Whether joining …
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Gear Up for Pickleball: Must-Have Equipment for New Players
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As the sport of pickleball continues to surge in popularity, many new players are eager to jump in and experience the fast-paced fun. Whether joining …
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Getting Started with Pickleball: The Essential Gear You Need
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Pickleball is a sport that blends elements of tennis, badminton, and ping-pong, making it accessible and enjoyable for people of all ages and skill …

Jon Lee Sarasota

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LCM Capital Advisors Meet Jon Lee – CEO & Financial Strategist with 30+ Years of Expertise

Personalized Financial Strategies for Long-Term Success | LCM Capital Advisors | Jon Lee

Pickleball Basics: Essential Gear for Beginners

Gear Up for Pickleball: Must-Have Equipment for New Players

Gear Up for Pickleball: Must-Have Equipment for New Players

Getting Started with Pickleball: The Essential Gear You Need