Lee Financial is proud to share a key milestone for the firm, our 45th Anniversary! As we reflect on our history, a central theme continues to surface – our sincere gratitude for our clients. Thank you for the trust and confidence you have placed with us over the last 45 years.
We are happy to announce that Christina Williams, CFP® has been named President of Lee Financial. Christie has been with Lee Financial for more than 15 years as a Senior Financial Planner. She has been an integral member of the firm’s leadership for over 10 years serving as the Director of Financial Planning and as a member of our Governance and Executive Committees. We are thrilled about the energy and enthusiasm Christie brings to this role!
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by LFC), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from LFC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. LFC is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. A copy of the LFC’s current written disclosure statement discussing our advisory services and fees is available upon request. If you are an LFC client, please remember to contact LFC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services.