Jon Lee Sarasota
Jon Lee Sarasota
Managing Partner and CEO Financial Servies
Managing Partner and CEO Financial Servies
Jon R. Lee stands as a prominent figure in the world of financial services in Sarasota County, Florida. As the Managing Partner and CEO of LCM Capital Advisors, he leverages more than 30 years of expertise to steer his firm to new heights. Born and bred in Sarasota, Snow enjoys life on Siesta Key with his two black Labrador Retrievers, deeply rooted in the community he has always called home.
After graduating from Sarasota High School in 1987, Jon pursued higher education at the University of Florida, earning his Bachelor of Science in 1991. His university years were not only academic but also included significant involvement in sports and fraternity life, where he was a proud member of Alpha Tau Omega, reflecting his early leadership skills and team spirit.
In 2011, he founded LCM Capital Advisors. Under his leadership, the firm has flourished, managing assets worth over $350 million. He specializes in estate planning, financial analysis, retirement planning, investments, strategic financial planning, and wealth management. His commitment extends beyond business growth, focusing on helping clients achieve and surpass their financial objectives.
Jon Lee holds Series 7, 31, 65, and Florida 2-14 Life and Variable Annuities Agent licenses, enabling him to provide a comprehensive range of financial services. These qualifications underline his capability to guide investments and financial strategies expertly.
Dedicated to his roots, he has been actively involved in the local community, particularly with the Boys and Girls Clubs of Sarasota and DeSoto Counties, for over 25 years. He also contributes to the nonprofit UNI Corporation and serves on the advisory board of the Sarasota County Sheriff's Office, among other roles that underline his commitment to local development.
Jon resides on the beautiful barrier island of Siesta Key, known for its scenic beaches and vibrant community life. He is a passionate participant in various activities, including boating, pickleball, tennis, and fitness. As a ten-year member of the Sarasota Yacht Club and an active member of the Sarasota Sports Club, his life reflects a blend of active lifestyle and community engagement. Moreover, his spiritual commitments are evident in his active participation at Bayside Community Church.
Jon Lee's life and career in Sarasota are a testament to his dedication to professional excellence and community service. Leading LCM Capital Advisors and participating actively in community welfare, he continues to positively impact Sarasota, shaping his legacy as both a leader in finance and a dedicated citizen.