Jeff Lee, MBA, CFP^®

Wealth Advisor

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Jeff is passionate about helping clients achieve their personal and financial aspirations. Seeing two opposite approaches to decision making around money from his parents, Jeff is focused on the behavioral aspects of his client’s financial life management and helping uncover inherent biases. At Advus, Jeff builds foundational relationships with clients to help them better understand their needs and goals, then works to implement an ongoing plan to support them. He enjoys making the complex comprehensible.

Before joining Advus, Jeff worked in the financial services industry for several years helping financial advisors place capital for HNW clients in alternative investment strategies. He was Vice President of Capital Markets at CommonGood Capital, an internal wholesaler at CNL Securities and began his career as an investment specialist at Merrill Lynch.

Jeff is a CERTIFIED FINANCIAL PLANNER® Professional, has earned his Series 65 and received his Master’s in Business Administration (MBA) from the Warrington College of Business at the University of Florida, where he also received a Bachelor of Science from the College of Journalism and Communications.

Jeff lives in Winter Park with his wife, Jessie, who is a Neurosurgery Physician Assistant at Orlando Health. He spends his free time, traveling, reading, watching Florida Gator athletics, and enjoying all the benefits the Sunshine State has to offer. He is active in the community as a member of First Presbyterian Church of Orlando, life member of the University of Florida Alumni Association, board member of Central Florida Vocal Arts, and a graduate of the Lifework Leadership Class of 2020.