Lee Ford is a Premier Banker with 22 years of financial services experience. He helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Lee partners with a team of specialists while remaining the single point of content. His daily goal is to put his clients first, building their trust through high-touch attention, in-depth conversations, and technology. He seeks to guide clients through their financial journeys by addressing their short- and long-term goals and helping them enjoy the things in life that matter the most.
Lee holds his Series 6, 63, and 65 securities registrations and his life and health insurance licenses.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Location data unavailable at this time. We apologize for the inconvenience.