Mrs. Lee is the Office Manager and Insurance Coordinator. She is licensed in the areas of traditional Life, and Health and Sickness Insurance.
With 20 years of experience in the field of financial services, Mrs. Lee began her professional career in accounting with the office of John B. Richardson III, CPA. In 1993, she entered the field of life insurance, estate planning, and investments with the firm of Toole-Barnes & Associates, which later merged with BB&T Landrum-Yaeger. Mrs. Lee earned an Associate Arts Degree from Tallahassee Community College.
CFO, Director of Individual Life Insurance, Disability, & Long-term care
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Barnes Capital Group, a Registered Investment Advisor. Barnes Capital Group is a separate entity from LPL Financial.
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