Kory David Lee
Vice President - Wealth Advisor at Truist Wealth
- Role
- Vice President - Wealth Advisor at Truist Wealth
- Location
- Sarasota, FL, US
- LinkedIn followers
- 500 followers
About Kory David Lee
Kory brings more than 15 years of experience in wealth management and financial planning…
Experience
Vice President - Wealth Advisor
Sep 2021 — Present · Sarasota, FL, US
Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc, member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit:
Education
Westminster College (MO)
B.A.
University of Georgia - Terry College of Business
Financial Planning
Skills
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Financial Services
- Financial Planning
- Business Analysis
- Retirement Planning
- Finra
- Financial Analysis
- Investments
- Financial Modeling
- Finance
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