Jon Lee, a prominent figure in Sarasota County's financial sector, leads LCM Capital Advisors as its managing partner and CEO. Since founding the firm in 2011, he has nurtured it to manage over $350 million in assets. A local through and through, he graduated from Sarasota High School and earned his Bachelor of Science from the University of Florida in 1991. Today, he resides in Siesta Key, where he enjoys being in the company of his two black Labrador Retrievers.
Under his guidance, LCM Capital Advisors has flourished, offering services in estate planning, financial analysis, retirement planning, and wealth management. His firm is well-regarded for helping both high-net-worth individuals and major corporations to achieve and surpass their financial goals. He holds a series of prestigious licenses, including Series 7, 31, 65, and the Florida 2-14 Life and Variable Annuities Agent licenses, affirming his extensive expertise in the financial realm.
His contributions extend beyond professional commitments to significant charitable involvements, particularly with the Boys and Girls Clubs of Sarasota and DeSoto Counties, where he has been a board member for over 25 years. He also supports other local initiatives, demonstrating a deep commitment to his community.
A sports enthusiast, he is a longstanding member of both the Sarasota Yacht Club and the Sarasota Sports Club, actively participating in boating, pickleball, tennis, and general fitness activities. His interest in community service is further reflected in his active participation at Bayside Community Church, where he contributes to its outreach across several counties.
Jon Lee's profound influence in both the financial sector and his community underscores his dedication and leadership, making him a respected and integral part of Sarasota's fabric.
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