Jon Lee Sarasota
Managing Partner and CEO Financial Servies
Sarasota, Florida, United States
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Jon Lee is the managing partner and CEO of LCM Capital Advisors, a financial services firm based in Sarasota County, Florida. With over 30 years of experience in the industry, he founded the firm in 2011 and has grown its assets to over $350 million. A Sarasota native, he graduated from Sarasota High School in 1987 and earned a Bachelor of Science degree from the University of Florida in 1991. He now resides on Siesta Key with his two black Labrador Retrievers and supports numerous charities, including the Boys and Girls Clubs of Sarasota and DeSoto Counties.
He leads LCM Capital Advisors and is committed to helping high-net-worth individuals and large corporations achieve their financial goals. He specializes in estate planning, economic analysis, retirement planning, investments, strategic financial planning, and wealth management. His firm has decades of experience guiding clients to plan their futures successfully. He holds Series 7, 31, 65, and Florida 2-14 Life and Variable Annuities Agent licenses, enabling him to offer a wide range of financial services.
He is deeply involved in the local community, focusing on helping the area's youth. He has served on the board of the Boys and Girls Clubs of Sarasota and DeSoto Counties for over 25 years. He is also an active member of the nonprofit UNI Corporation and the Sarasota County Sheriff's Office advisory board. Additionally, he is a former board member of the Sarasota County Gator Club and served as a volunteer football coach at Sarasota High School from 2010-2017.
A native of Sarasota, his roots in the city run deep, with both his mother and father having attended local high schools. He enjoys an active lifestyle on Siesta Key, which is known for its sandy beaches and crystal-clear waters. His hobbies include boating, pickleball, tennis, running, and working out. He is a proud member of the Sarasota Sports Club and the Sarasota Yacht Club. He also enjoys fine dining, fitness, skiing, and travel.
Jon Lee is closely involved with Bayside Community Church, serving Hardee, Hillsborough, Manatee, and Sarasota counties. His dedication to his professional field and his local community makes him a respected leader in Sarasota.
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Jon Lee Sarasota
Managing Partner and CEO Financial Servies
Sarasota, Florida, United States
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