Lee Brill, AAMS®/AWMA®

Lee Brill is a Wealth Advisor with Waverly’s Tampa office.  He specializes in providing personal financial planning, portfolio management and estate planning to high-net-worth individuals and families. Lee brings 35 years of banking and wealth management experience to the Firm. He holds Accredited Asset Management Specialists (AAMS®) and Accredited Wealth Management Advisor (AWMA®) designations, both of which require rigorous studies, exams and a promise to adhere to Standards of Professional Conduct. Lee lives in Tampa with his two daughters.

Education

• Bachelor of Arts in Political Science
  Furman University, Greenville, SC

Community Involvement

• Leadership Tampa Alumnus
• Foothills Land Conservancy
• Past President-Economic Club of Tampa

Ask Me About

• Steps to transitioning your business to your children or others
• Positioning your investment portfolio to align with your needs and risk objectives
• How serving others professionally has made me a better father and mentor
• Vacationing in the Appalachian Mountains during the summer
• My children
• My love of the outdoors and conservation