Kory Lee Email & Phone Number
Principal - Financial Advisor @ CAPTRUST
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Kory Lee Location
- Sarasota, FL, US
Kory Lee Work
- 2026 -now Principal - Financial Advisor @
- 2021 -2026 Vice President - Wealth Advisor @
Kory Lee Education
- Westminster College (MO)
B.A. (Economics)
- University of Georgia - Terry College of Business
(Financial Planning)
Kory Lee Skills
- Management
- Banking
- Marketing
- Planning
- Strategic Planning
- Wealth Management
- Portfolio Management
- FINRA
- Financial Modeling
- Investments
- Business Analysis
- Finance
- Asset Allocation
- Financial Analysis
- Financial Services
- Retirement Planning
- Financial Planning
- Mutual Funds
Kory Lee Summary
- Kory Lee, based in Sarasota, FL, US, is currently a Principal - Financial Advisor at CAPTRUST. Kory Lee brings experience from previous roles at Truist Wealth. Kory Lee holds a B.A. in Economics @ Westminster College (MO). With a robust skill set that includes Management, Banking, Marketing, Planning, Strategic Planning and more. Kory Lee has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Kory Lee?
Find contact details for 700 million professionals.
Others Named Kory Lee
Kory Lee
Principal - Financial Advisor
Sarasota, FL, US
Kory Lee
Information Technology Operations Support Manager
Bowmanville, ON, CA
Kory Lee
Information Technology Help Desk Manager
Denver, CO, US
Kory Lee
Program Manager
Herndon, VA, US
Kory Lee
Senior Clinical Admin Coordinator
Milwaukee, WI, US
Kory Lee
Electrical Design for Manufacturability Engineer (eDFM Engineer)
Sugar Land, TX, US
Top CAPTRUST Employees
Scott Matheson
Managing Director, Head of Client Solutions
Durham, NC, US
Fielding Miller
Chairman and CEO
Raleigh, NC, US
Jon Meyer
Chief Technology Officer
Raleigh, NC, US
Christina Markell-Balleza
Managing Director | General Counsel
San Antonio, TX, US
Robert Miller
Chief Financial Officer
Raleigh, NC, US
Jon Strickland
Senior Vice President
Raleigh, NC, US
Ben Goldstein
President
Raleigh, NC, US
Rick Shoff
Managing Director, Advisor Support Group
Doylestown, PA, US
Heather Darcy
Vice President | Financial Advisor
Raleigh, NC, US
John Martin
Senior Vice President, Financial Advisor
Raleigh, NC, US
Wat Keys
VP and Financial Advisor
Raleigh, NC, US
Patrick Flint
Senior Vice President, Financial Advisor
Raleigh, NC, US
Emma Marlatt
Vice President of Business Development
Raleigh, NC, US
Megan Loftin
Vice President | Financial Advisor
Raleigh, NC, US
Miller
Chief Financial Officer
Fort Lauderdale, FL, US
Joshua Isley
Vice President | Financial Advisor
Raleigh, NC, US
Will Chitwood
Senior Vice President, Financial Advisor
Raleigh, NC, US
Michael Wunderli
Managing Director | Head of Mergers and Acquisitions
Redondo Beach, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co