Modern Wealth - Jennifer R. Lee
- Financial Planning and Services
- Investment Advisors, Brokers, and Offices
- Retirement and Trust Planning, Wealth Management
Our firm has a particular passion for supporting our clients from break up to triumph, from business sale to succession plan, from employee to thriving retiree.
Whom to Contact
- Jennifer LeeFounding Partner, AWMA®, AIF®
Take University Parkway Exit 213 toward Sarasota Turn Left at light onto University Parkway Turn Right onto Town Center Parkway Turn 1st Right onto Professional Parkway Turn Left into Office Park