H. Lee Wall, CPA/PFS, CFP®

H. Lee Wall, CPA/PFS, CFP®

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.

Education

  • Bachelor of Science in Accounting- Florida Southern College, Lakeland, FL

Professional Affiliations

  • FICPA
  • AICPA

Community Involvement

  • Finance Committee
  • Grasslands Golf and Country Club

Ask Me About

  • Retirement Planning
  • Investment Management
  • Generational Wealth Planning
  • My favorite golf course
  • What I am currently reading

 

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