Broker Check
S. Gene Lee, ChFC®, RICP®

For 34 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 also done extensive work with charitable organizations, providing tax strategies and in-depth financial plans. He has been recognized for the last 14 years in Atlanta Magazine as one of their 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 are the proud grandparents of Martha Kay, Sam, Seth and Virginia.  Active in his community, Gene is a member of the Bartow Rotary Club, past Chairman of the Cartersville-Bartow County Chamber of Commerce, board member for the Northwest Georgia Council for the Boy Scouts, past Chairman of the Board for the Etowah Education Foundation, past President of the Cartersville Little League and elder at Cartersville First Baptist Church. 

*This award is not issued or endorsed by Guardian or its subsidiaries. The annual Five Star Wealth Manager award is based on criteria developed and obtained by Five Star Professional. No compensation has been provided by the adviser in connection with obtaining or using the third-party award.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Special Agent of Guardian.  Arkansas Insurance License #556160