Lee Jackson

Certified Exit Planning Advisor

Lee has been a financial advisor to business owners and individuals since 1998. Lee started his career at a major brokerage firm specializing in cash management services to small to mid-sized businesses. This grew to become a practice centered around working with business owners and individuals in the areas of exit planning, wealth management with an emphasis on capital preservation and insurance needs which may include but not limited to key man and buy sell insurance. Lee also works with attorneys through the creation of the trust documentation, implementation period and ultimately the management of trust assets. Lee realizes that when a business owner sells his business, his net worth has been transferred from the business to his personal and although risks were taken to grow the business, steps need to be taken to preserve the wealth either for income or the next generation. Lee takes this same approach working with individuals by implementing plans to work toward reaching their goals while striving to lower risk. 

Lee offers securities and advisory services through LPL Financial, the number one rated independent broker/dealer in the United States*. Since LPL owns no products, an independent approach is taken with the freedom of choosing the investment that is right for each and every client.

Lee and his wife, Nancy, live in Madison, Al. They have one son, Harrison, who they adopted from Russia.

* as reported by Financial Planning Magazine, June 1996-2020, based on total revenues.

Phone 334-676-2288
Fax 334-676-1703