Our Team

Lee started his independent financial services firm in 1996, intent upon providing personal, objective guidance that high-net-worth individuals, retirees, and business owners need to pursue their financial goals. "As independent advisors," Lee says, "we create objective, customized planning strategies to help manage, preserve, and transfer our clients' wealth. We are committed to helping individuals and families pursue their goals through what is most important to them: their personal values."

Lee's credentials encompass a bachelor's degree in Business Administration, an MBA, Certificates in Financial Retirement Strategy, Business Succession Planning, and the designation of CERTIFIED FINANCIAL PLANNER™ practitioner. He served as president of the North Florida Chapter of the Financial Planning Association and as an adjunct professor. His education and over 2 decades of experience have made him a multi-faceted professional capable of evaluating virtually all areas of a client's financial life, designing strategies to address the needs of each aspect, and weaving the strategies into an integrated plan so all pieces work together efficiently.

Connor began his financial services career at Northwestern Mutual as a financial intern earning his Florida Life and Health insurance license while attending college in 2017. He graduated from the University of North Florida (UNF) with a Bachelor's degree in Financial Services in 2018. He had joined Jax Wealth Advisors earlier that year as a Financial Planning Assistant and had earned both his Series 7 and Series 66 securities registrations currently held with LPL Financial. Connor received his CFP® Certification in 2020 and has been working closely with clients over the past four years.

Connor enjoys building relationships with our clients here at Jax Wealth Advisors and assisting them in creating plans that helps them achieve their financial goals.  In his time away from Jax Wealth Advisors Connor enjoys spending time with his Wife, Ashlyne and their son Hunter.