Lester H Lee, CFP^® | Founding Partner, Financial Consultant

Lester began his professional career as a financial advisor over 30 years ago, immediately after graduating from Louisiana State University in 1991 with a Bachelor of Science degree in Finance. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner and holds FINRA securities registrations series 7, 24, 31, and 63 with LPL Financial. As a founding partner, he also serves as the firm's Branch Manager and Registered Principal. Lester has been recognized for outstanding client service every year since joining LPL (2003-2023) by being named a member of the Patriot’s and Chairman’s Club. Lester has been selected as a premier advisor to attend Barron’s Annual Top Independent Advisor Summit (2018-2023).  

Lester and his wife Kelly have been married for over 30  years and have twins age 21. They have tirelessly volunteered in the community including assisting and serving on the board for Baton Rouge Symphony League & Baton Rouge Cotillion. Additionally, they enjoy volunteering for St. Vincent DePaul, St. Joseph’s Academy, Catholic High School, and St. George Catholic Church. Lester served as past president and multi-year board member for the Rotary Club and as a long-time participant in the Chamber of Commerce.