Lee Sasser, NSSA® Advisor · Ponte Vedra, FL
Lee Sasser
Financial Advisor, Brust Wealth Advisors through Raymond James
Professional Profile
Meet Lee Sasser, a trusted Financial Advisor at Brust Wealth Advisors through Raymond James, located in the heart of Jacksonville, FL. With over 17 years of experience in financial services, beginning at Fidelity Investments in 2007 and progressing through esteemed firms like Merrill Lynch, Lee has cultivated a reputation for reliability and expertise in comprehensive financial planning.
Lee is not only a CERTIFIED FINANCIAL PLANNER™ but also a National Social Security Advisor, making him exceptionally qualified to guide individuals and families through their financial journeys. His personalized approach focuses on Social Security optimization and estate protection, ensuring his clients can transition confidently from work to retirement. Lee is dedicated to creating tailored financial strategies that provide peace of mind and long-term security.
Lee Sasser has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
A lifelong resident of Jacksonville, Lee shares his life with his wife Tiffany and their two sons, James and Jack. When he’s not in the office, you can find him sailing, golfing, or cheering on the Jacksonville Jaguars and Florida State Seminoles. If you’re looking for a knowledgeable, respected financial advisor who puts your needs first, Lee Sasser is here to help you achieve your financial goals.
Disclosure
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.
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