M. Lee Brill, AAMS®/AWMA®

Lee Brill is a Senior Client Consultant with Waverly Advisor’s Tampa office.

He specializes in providing personal financial planning, portfolio management and estate planning to high net worth individuals and families. Lee brings more than 20 years of wealth management experience to the Firm. Lee holds Accredited Asset Management Specialist^SM (AAMS®) and Accredited Wealth Management Advisor^SM (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 children.

Education

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

Community Involvement

• Leadership Tampa Alumnus
• Foothills Land Conservancy
• Hyde Park United Methodist Church

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