Jon Lee Sarasota

Jon Lee of Sarasota is a seasoned financial professional with a long, steady career rooted in discipline, trust, and responsibility. With more than three decades of experience in the financial services industry, he has focused his work on helping individuals and organizations make informed decisions about their financial futures. His leadership approach reflects patience and consistency, shaped by years of hands-on involvement in client planning and firm management. Rather than pursuing rapid growth for its own sake, he emphasizes sustainable strategies that align with clearly defined long-term goals and practical financial realities.

Jon began his professional journey after completing his formal education in his hometown and later earning a bachelor’s degree from a major public university in the state. During his academic years, he balanced his studies with participation in collegiate athletics, an experience that reinforced teamwork, accountability, and resilience. He was also involved in a nationally recognized leadership organization, which contributed to his early development as a responsible and service-minded professional. These formative years helped establish a disciplined mindset that would later guide his work in financial analysis and client advisory roles.

Lee went on to establish and lead a Florida-based financial services firm, where he serves as founder, managing partner, and chief executive officer. Under his direction, the firm has grown steadily and now oversees hundreds of millions of dollars in client assets. His responsibilities include setting strategic direction, guiding advisory teams, and maintaining a high standard of client care. He works closely with both high-net-worth individuals and large organizations, taking time to understand each situation before recommending solutions that are measured, compliant, and realistic.

Jon specializes in a broad range of financial disciplines that support long-term stability and clarity. His areas of focus include retirement planning, estate considerations, investment oversight, and comprehensive financial analysis. He believes effective planning begins with education, ensuring clients fully understand their options and potential outcomes. By combining technical knowledge with clear communication, he helps clients navigate complex decisions with confidence.