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Lee Vaughan

Lee Vaughan, CRPC®
Medical Wealth Advisor

900 S Gay St

Knoxville, TN 37902-1800

Lee.vaughan@truist.com

Phone 865-560-5748

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About me

Background

I’m a Medical Wealth  Advisor with Truist Bank, offering clients more than six years of financial services, retirement planning, and investment management experience. 

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

MA in Clinical Mental Health Counseling
Wright State University 2013
Bachelors in Psychology
Wright State University 2010

Specialties

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

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

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

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

Locations

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