Kory D. Lee, CFP®

Vice President Wealth Advisor Truist Bank

Kory Lee is an experienced CERTIFIED FINANCIAL PLANNER® Practitioner and Financial Consultant 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.

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.