Kory Lee

Kory D. Lee, CFP®
Vice President Wealth Advisor Truist Bank

1777 Main St

7th Floor,

Sarasota, FL 34236-5812

Kory.Lee@truist.com

Phone 941-952-5907

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About me

Background

Kory Lee is an experienced CERTIFIED FINANCIAL PLANNER™ Practitioner and Wealth Advisor serving as Vice President with Truist Bank. He assists affluent families and business owners address their financial and philanthropic goals through comprehensive planning and industry leading wealth management practices.

Kory has a passion for improving the lives of families that entrust him to guide their financial world and considers this responsibility as an honor to be handled with great care. His areas of focus include business transition, retirement, estate, and philanthropic planning. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts in Economics
Westminster College 2002 2006

Personal Interests

Kory resides in the Palmer Ranch area of Sarasota with his wife and daughter. He enjoys travel, golf, cycling, running, and CrossFit. He was an active member of the Financial Planning Association of Georgia, Chairman of the Young Executive Society of the Buckhead Club, and volunteered at Open Hand Atlanta, MedShare, and Habitat for Humanity. He currently serves on the Board of Trustees for Tidewell Foundation, and supports the John Hopkin’s All Children’s Hospital and the Payton Wright Foundation. He earned a Bachelor of Arts in Economics from Westminster College, and completed the Executive Program for CFP® Certification at UGA Terry College of Business.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

Locations

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