Home | Lee Simmonds

Let Me Help You Find The Answers You Need.

Lee has been in the investment business for over 36 years and is an independent advisor with Kovack Securities Inc.

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Work With the Best

No matter how complex your investing situation is, I can help.

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My Clients

I maintain strategic knowledge and experience across a broad range of investor profiles

Entrepreneurs & Executives

Portfolio and risk management

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Peak Career Professionals

Wealth-building education and strategies

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Pre-Retirees & Retirees

Strategies for every phase of retirement

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High-Net Worth

Serving the needs of HNW individuals

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review your goals to see if you’re a good match for my practice.

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Our Services

When was the last time you sat down and had a frank conversation about your investments?

Whether you’re a first-time investor, wealth-builder, retirement-seeker, or beyond, I'm here for you. I'm proud of the people I'’ve helped, and I hope I can count you among them.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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My Three Step Process

STEP

1

Assess

I’ll begin by reviewing your financial documents, risk tolerance, and objectives.

STEP

2

Strategize

I will present financial strategies designed to match your investor profile.

I'STEP

3

Implement

Life changes? Market volatility? I’ll keep your financial objectives on track every step of the way.

Get your financial journey started today.

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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