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

Since 1989, 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, as well as 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 and has been recognized for several 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. They have two sons, Stephen and Phillip and are the proud grandparents of Martha Kay, Sam, and Seth. Active in his community, Gene is a member of the Bartow Rotary Club, past Chairman of the Cartersville-Bartow County Chamber of Commerce, past Chairman of the Board for the Etowah Education Foundation, past President of the Cartersville Little League, church elder, and serves on the board for the Northwest Georgia Council of the Boy Scouts.

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