Lee is in his Element by putting clients’ needs first and celebrating their success. Building relationships and trustworthiness are the top priorities in his mission of helping clients achieve their financial goals. “It’s important for people to have someone who will help in constructing a successful financial plan,” he says. Lee joined Woodridge Capital in 2008 and is series 65 licensed. He also holds Accident, Health or Sickness and Life Insurance licenses. He transitioned to the Element Wealth family with its merger in 2018. He was a member of the Mississippi Senate from 2008 through 2012 and was Vice Chairman of the Highways and Transportation Committee and served on the Finance and E

Jeremy L. Yancey
Investment Advisor Representative
Element Wealth
United States, Florida, Flowood
About Me
Profile Information
Investment Advisor Representative
Element Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Flowood
Florida
United States
Oct 7, 2024
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