Lee Barnard, CRC®, CWS®<br><br>

Lee Barnard, CRC®, CWS®

Vice-President

Registered Representative
Certified Retirement Counselor ®

19 Years of Experience in the financial services industry

Registered in FL, GA, LA, MO, MS, NC, SC, TN, TX, WI

My Mission Statement

Assisting families in designing a strategic financial plan to guide them through their life's journey.

As a Certified Wealth Strategist®, I get the opportunity to walk with my clients through the different stages of their life's journey, from birth to death, and provide them with the tools and information they need to make wise, sound, and lasting family decisions.

Professional Qualifications

  • B.S. Recreation Administration - Texas State University
  • M.Div. Southwestern Baptist Theological Seminar
  • Certified Retirement Counselor®
  • Professional Registrations: Series 6, 26, 63, 65
  • Certified Wealth Strategist® (CWS®)

Specialty Services

  • Retirement Planning
  • Education Planning
  • Insurance Planning

Personal Information

Married to Dawn Elizabeth Barnard; Two sons: Landry and Langston

Phone (727) 578-2828 x280
Fax (727) 578-7600