Jon Lee Sarasota

In the dynamic financial services landscape of Sarasota County, Florida, Jon R. Lee distinguishes himself as a visionary leader. As the Managing Partner and Chief Executive Officer of LCM Capital Advisors, his deep industry experience—spanning over three decades—underscores a career dedicated to excellence. Raised in Sarasota, he epitomizes local success, now residing on Siesta Key with his beloved black Labrador Retrievers.

Formative Years and Education

Jon's educational journey began at Sarasota High School, where he graduated in 1987. He continued his academic pursuits at the University of Florida, where he earned a Bachelor of Science degree in 1991. His college years were marked by active participation in athletics and membership in Alpha Tau Omega, which laid the groundwork for his leadership skills.

Career and Professional Achievements

Jon Lee founded LCM Capital Advisors in 2011, cultivating a firm that now manages assets exceeding $350 million. His firm is renowned for its comprehensive approach to financial planning, offering services in estate planning, economic analysis, retirement planning, investments, strategic planning, and wealth management. His dedication ensures that both high-net-worth individuals and large corporations achieve their financial aspirations.

Certifications and Professional Expertise

He holds Series 7, 31, 65, and the Florida 2-14 Life and Variable Annuities Agent licenses, which allow him to oversee a wide range of financial transactions and advisory services.

Philanthropic Leadership

Jon is deeply rooted in his community, dedicating considerable time to charitable organizations. As a longstanding board member of the Boys and Girls Clubs of Sarasota and DeSoto Counties, he has profoundly influenced local youth development. His commitment extends to his active participation in the nonprofit UNI Corporation and advisory roles in local government.

Personal Life and Community Involvement

Living on Siesta Key, he enjoys the picturesque beaches and vibrant local scene. His hobbies, which include boating, pickleball, tennis, and fitness, enrich his life. A ten-year member of the Sarasota Yacht Club and an active participant in the Sarasota Sports Club, he balances his professional achievements with a robust personal life. Additionally, he is an integral part of Bayside Community Church, contributing to various community initiatives.

Jon Lee's career and personal life are a testament to his dedication to financial excellence and community involvement. As he continues to lead LCM Capital Advisors and engage in community service, his legacy as a leader and benefactor in Sarasota is continually solidified.