Lee McLellan

Lee McLellan is a senior vice president with Pinnacle Asset Management and serves as a financial advisor with Raymond James Financial Services Inc., member FINRA/SIPC. While he focuses his business on his clients’ individual financial objectives, Lee believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests, that Lee believes sets him apart. 

Lee is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he gains a comprehensive understanding of your needs and goals. He works hard to enhance and preserve your investments, while assisting you in realizing your goals through long-term financial solutions using financial planning, portfolio management, retirement planning (including IRAs and 401(k)s), estate planning, 529 education savings plans and more. 

A native of Madison, Mississippi, Lee graduated from The University of Mississippi with a Bachelor of Business Administration degree with a focus on managerial finance. Lee is a CERTIFIED FINANCIAL PLANNER^® professional and has earned the designation Accredited Asset Management Specialist™ (AAMS®) from the College for Financial Planning.  He is a member of the Nashville Chamber of Commerce, Phoenix Club of Nashville, Tennessee Medical Foundation and TennGreen Land Conservancy.

When not working, Lee enjoys time with his wife, Libby, son, Porter, and dog Briscoe. He also enjoys hiking and camping, watching and playing sports, traveling, reading, playing guitar and spending time with friends. 

Raymond James is not affiliated with the above organizations.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, Certified Financial Planner^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.