Caption: Jon Lee, Managing Director of LCM Capital Advisors
I was born and raised in Sarasota Florida. I went to school at the University of Florida and originally moved to Tampa Florida. I knew that if I wanted to have a successful career in the financial industry, I should do it in Sarasota Florida where I grew up and where my family lives to this day.
Caption: Your Wealth Management Team
A team approach is very important because of the level of sophistication that all of the team members bring to the table. LCM Capital wealth management team has worlds of experience and energy. The wealth management team, at LCM, bring financial ideas that collectively are some of the most important ideas that really work for our customers. The most important thing that we do as a team is listen to our customers….making sure that we take care of not only their immediate financial needs but helping them reach their financial goals and objectives in the future.
Caption: We Are Your Financial Quarterback
The LCM Capital, wealth management team is your financial quarterback….we work with your CPA, your estate attorney. We have many financial referral partners.
Caption: We Give Our Customers Personal Attention
Personal attention is what we really specialize in……when you become a customer of LCM Capital Advisors, not only do we get to know about you and your financials, but we really get to know your family…….isn’t financial planning really about taking care of your family?….making sure that there is a legacy…..making sure you create a future income…. Not only for you but for the rest of your generations to come.