Lee, a graduate of the UNC - Chapel Hill, began his career in 1985 as a financial consultant with Wheat First Securities. In 1998 Lee joined the Reynolds Investment Group and moved his practice to Triangle Securities in September 2000.

As a Chartered Retirement Planning Counselor TM, Lee assist individuals, families and business owners with investment management, retirement plan programs, evaluation of financial security and estate planning strategies. Lee has over 20 years experience creating customized portfolio solutions and is series 7, 63, and 65 licensed.

Active in the community, Lee coaches the youth groups at Salvation Army, is a fundraiser for the local YMCA, and is a regular volunteer at Shepherd’s Table soup kitchen. Lee enjoys international travel, competitive swimming, tennis, golf, and participating in triathlons. Spending quality time with his wife, Lisa, and two children, Lee and Harris is a top priority. Lee and his family are members of Christ Episcopal Church.