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Gene Lee ChFC® - Vice President
Address: 111 Leake Street Cartersville, Georgia 30120
Telephone: 770-386-6304
Contact Email: gene.lee@peachtreeplanning.com

For over 20 years, people have been working with Gene Lee because they know that he cares about doing what's right for his clients and they trust him. Gene has been counseling investors from major corporations, small businesses, and individuals to help them simplify and organize their finances in order to protect their lifestyle, family, and assets. This process provides clarity and confidence for investors to spend and enjoy their wealth with the people they care most about without the fear of running out of money.

Gene is a Senior Partner with Peachtree Planning and has conducted numerous seminars, conferences and workshops for business, civic and church groups on finances, taxes, investment strategies, and employee benefits. He has helped clients reduce income taxes and minimize estate taxes in order to protect their estate values from unnecessary costs. He has also done extensive work with charitable organizations, providing tax strategies and in-depth financial plans and was recognized in Atlanta Magazine as one of their 2010 Five Star Wealth Managers.

A cum laude graduate of Auburn University, Gene and his wife, Nanci, live in Cartersville and have two sons, Stephen and Phillip. Active in his community, Gene is a member of the Bartow Rotary Club, past Chairman of the Cartersville-Bartow County Chamber of Commerce, member of the Northwest Georgia Community Foundation, past Chairman of the Board for the Etowah Education Foundation, past President of the Cartersville Little League, church deacon, board member for FCA, and serves on the Troop Committee for Boy Scout Troop 24.

Download Safe and Sound - How Business Owners can Protect their Investments featuring Gene Lee - - June Smart Business Magazine

111 Leake Street Cartersville, Georgia 30120
Phone:  770-386-6304 Fax:  770-386-1058  Email: gene.lee@peachtreeplanning.com

 

Gene Lee, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 5040 Roswell Road, Atlanta, GA 30342, 800-366-0839. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly-owned subsidiary of Guardian. Peachtree Planning Corporation is not an affiliate or subsidiary of PAS or Guardian. Neither Guardian, nor its subsidiaries, agents or employees provide tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.
PAS is a member FINRA, SIPC.
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