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Lee Wealth Solutions

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Randy Lee, President of Lee Wealth Solutions in Florida, Earns Prestigious Award, Credits Work Ethic and Growing Popularity of Boutique Style Financial Firms


In an industry where competition is tough and size used to matter, a new type of financial planning firm is gaining popularity. They are called "boutique" style firms, known for their broad list of financial services and strong attention to customer service. Randy Lee of Lee Wealth Solutions in Jupiter, Florida says customer service is what sets his firm apart from the rest, and the industry is starting to notice.

West Palm Beach, FL, July 19, 2012 --(PR.com)-- When Lee Wealth Solutions opened its doors, President Randy Lee knew that branching off into his own business would be tough. So he and his wife Holly had to find a way to set themselves apart from the rest. Now, Randy Lee is being recognized again for his outstanding sales performance.

Questar Capital Corporation, member FINRA/SIPC, recognized Lee as a Platinum Producer in their Questar Capital Elite Producer Program. “It is thrilling to have achieved such a high honor in a field that is extremely competitive,” says Randy Lee, President of Lee Wealth Solutions. “I believe our work ethic and attention to client detail is what sets us apart. We are a boutique style firm, with a high standard for customer service.”

Randy Lee was recognized for his outstanding achievement and award during a ceremony in Naples, Florida in June.

Lee Wealth Solutions (LWS) is a full service boutique financial planning firm headquartered in Jupiter, Florida serving clients throughout the states of Florida, Georgia, North Carolina, Arizona, Vermont, Michigan, Minnesota, California and Ohio.

Emphasis and assistance in the following areas: Minimization of Taxes, Asset Protection Strategies, Professional Money Management, Wealth and Estate Planning Strategies, Divorce Planning and Settlements, Life Insurance and Long Term Care, Business Succession Planning, SEP, 401(k), IRA, Retirement Income, Inheritance Planning, Rollovers/Transfers from employer sponsored plans such as DROP, FRS, 403(b), 457, Pension Plans.

Randy Lee offers securities through Questar Capital Corporation (QCC). Member FINRA/CIPC. Advisory services offered through Questar Asset Management, (QAM), A registered investment advisor. Lee Wealth Solutions is independent of QCC and QAM.
Contact Information
Lee Wealth Solutions
Christine Weiss
561-747-4278
Contact
leeweathsolutions.com

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