As Vice President of Private Client Services, Lee plays a lead role in managing our client relationships . Lee works closely with the rest or our team in all aspects of the investment and financial planning process, focusing on the discovery, strategy formulation, communication, and review phases of the cycle. He is also a DeMoss Capital shareholder and serves on the investment policy committee for the firm. Prior to joining DeMoss Capital, Lee held the positions of Vice President, Investments and Branch Manager at Raymond James & Associates, Inc. He began his career with The Robinson-Humphrey Company in Atlanta, GA in 1993. Lee attended the Stetson School of Business at Mercer University in Macon, GA on an academic and athletic scholarship, where he earned his B.B.A., Business Administration.
