Jon Lee Sarasota
Jon Lee serves as the CEO and managing partner of LCM Capital Advisors, a prominent financial services firm in Sarasota County, Florida, which he founded in 2011. With over 30 years of experience, he has successfully guided the firm to manage assets worth over $350 million. Born and raised in Sarasota, he is a graduate of Sarasota High School and the University of Florida. He resides on Siesta Key with his two black Labrador Retrievers and remains deeply committed to his community through various charitable endeavors.
At LCM Capital Advisors, Lee specializes in helping high-net-worth individuals and corporations achieve their financial goals. His expertise includes estate planning, economic analysis, retirement planning, investments, and strategic financial planning. He holds Series 7, 31, 65, and Florida 2-14 Life and Variable Annuities Agent licenses, enabling him to offer comprehensive financial services tailored to diverse client needs.
His educational journey at the University of Florida, where he was an active member of the baseball and football teams and joined the leadership development fraternity Alpha Tau Omega, laid the foundation for his leadership skills. His academic success and extracurricular involvement have greatly influenced his professional ethos and commitment to leadership.
Beyond his professional life, Lee is heavily involved in local philanthropy. He has served on the board of the Boys and Girls Clubs of Sarasota and DeSoto Counties for over 25 years, significantly impacting youth development. His roles extend to serving on the advisory board of the Sarasota County Sheriff's Office and volunteering his time to various other community initiatives.
His interests include a range of outdoor and fitness activities. He is an avid participant in sports such as pickleball, tennis, and boating and is a longstanding member of the Sarasota Yacht Club. His commitment to his community is further exemplified by his active involvement in Bayside Community Church, which serves multiple counties in Florida.
Jon Lee's life and career are a testament to his dedication to his profession and his community. They reflect his deep roots and ongoing commitment to the area where he was born and raised.