Jon Lee Sarasota

Jon Lee is a distinguished managing partner and CEO of LCM Capital Advisors in Sarasota County, Florida. With over three decades of experience in the financial services industry, he founded the firm in 2011. Since then, he has successfully grown its assets to more than $350 million. Born and raised in Sarasota, he graduated from Sarasota High School in 1987 and the University of Florida in 1991, where he participated in both baseball and football. His expertise spans various crucial areas, including estate planning, financial analysis, retirement planning, investments, strategic financial planning, and wealth management. 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 the needs of high-net-worth individuals and large corporations. Beyond his professional commitments, he is deeply engaged in his local community. For over 25 years, he has been an active board member of the Boys and Girls Clubs of Sarasota and DeSoto Counties, significantly contributing to youth development in the region. His involvement extends to various nonprofit and advisory boards, reflecting his dedication to charitable and community causes. Residing on Siesta Key, a renowned location for its pristine beaches and clear waters, he enjoys a fulfilling personal life. He shares his home with his two beloved black Labrador Retrievers. An enthusiastic member of both the Sarasota Yacht Club and Sarasota Sports Club, he actively participates in boating, pickleball, tennis, and other fitness activities. Additionally, he is a committed member of Bayside Community Church, contributing to its mission across multiple counties. Jon Lee's life and career in Sarasota are marked by his profound influence on both the financial sector and his community, making him a respected figure in both realms.