Lee Wall is a Partner and Regional Director at Waverly Advisors. He has been with the firm since December 2022, when Wall Advisors, LLC merged with Waverly. He is a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS), a designation recognized by the American Institute of Certified Public Accountants (AICPA). In addition, Lee is a Certified Financial Planner (CFP®) and Investment Advisor.
Lee serves as the Regional Director for the firm in central Florida and has extensive experience assisting individuals and businesses with their long-term strategic tax, financial, retirement, estate and investment planning needs, using a systematic approach. His experience with closely held businesses crosses a wide range of industries and professions including construction, manufacturing and distribution, automobile, transportation, and a variety of personal service and retail businesses.
Lee was the founding partner of Wall Titus, and before founding the firm in 1986, Lee worked for a large CPA firm and a publicly traded manufacturing company. He graduated from Florida Southern College, where he also served as an adjunct professor.
Lee has served as a board member of several non-profit organizations. He is an active member of the AICPA, Florida Institute of CPAs and Board of Certified Financial Planners. In his spare time, Lee enjoys reading and playing golf.