Jeff Lee, CSRIC
Jeff is passionate about helping clients uncover and achieve their personal and financial aspirations. With a background in values-based investing, he enjoys having deeper conversations to align their values with their investment and life goals.
At Advus, Jeff builds foundational relationships with clients to help them better understand their needs and goals, then works to implement an ongoing plan and process to support them. He enjoys making the complex comprehensible.
Before joining Advus, Jeff focused on sustainable investing, working as vice president of Capital Markets at CommonGood Capital for several years. There, he supported financial advisors in placing capital for high-net-worth clients as well implementing ESG strategies within their firms. Earlier he spent several years in alternative investments as an internal wholesaler at CNL Securities. He began his career as an investment specialist at Merrill Lynch.
Jeff received a BS in journalism and communications from the University of Florida and holds the Chartered Sustainable Responsible Impact Investment Counselor (CSRIC) certification from the College for Financial Planning. He is active in the community as a life member of the University of Florida Alumni Association; a member of the Lifework Leadership Class of 2020; and a board member of Milky Madness, Inc., which supports an annual Orlando, Florida, hoops event benefiting the Davis Harper Memorial Fund.
Jeff lives in Orlando with his wife, Jessie, who is a physician assistant at Orlando Health. He spends his free time playing basketball, playing tennis, travel, reading, watching Florida Gator athletics and enjoying all the benefits the Sunshine State has to offer.