Lee McLellan is with Pinnacle Asset Management & is an Investment Planner & Registered Representative with Raymond James Financial Services. While focusing his business on his clients’ individual financial objectives, Lee believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests, that sets Lee apart.
Lee is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your needs and goals. Lee works hard to enhance and preserve your investments, while assisting you in realizing your goals through long-term financial solutions using financial planning, portfolio management, retirement planning (including IRAs, 401(k)s), estate planning, 529 education savings plans and more.
A native of Madison, Mississippi, Lee graduated from The University of Mississippi with a Bachelor of Business Administration with a focus on Managerial Finance. He is a member of Nashville Chamber of Commerce, Phoenix Club of Nashville, Tennessee Medical Foundation, & TennGreen Land Conservancy. When not working, Lee enjoys time with his wife, Libby, and dog Briscoe; he also enjoys hiking/camping, watching and playing sports, traveling, reading, playing guitar, and spending time with friends.
Raymond James is not affiliated with any of the organizations listed above.