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Jeff Lee

Wealth Advisor

Advus Financial Partners LLC

United States, Florida, Orlando

About Me

Jeff is passionate about helping clients uncover and achieve their personal and financial aspirations. Seeing two opposite approaches to decision making around money from his parents, Jeff is focused on the behavioral aspects of his client’s financial life management and helping uncover inherent biases. At Advus, Jeff builds foundational relationships with clients to help them better understand their needs and goals, then works to implement an ongoing plan and process to support them. He enjoys making the complex comprehensible. Before joining Advus, Jeff focused on sustainable investing, working as vice president of Capital Markets at CommonGood Capital for several years. There, he suppo

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Profile Information

Wealth Advisor

Advus Financial Partners LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Orlando

Florida

United States

Jan 12, 2025

Work Experience

Advus Financial Partners, LLC

Wealth Advisor
Jan 2022 - Present
Email: jlee@advuspartners.com

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