- 941.366.2827
Sarasota, FL 34238
Damon Lee
Planning Support
eMoney design, service and client onboarding
Damon Lee has been in the financial services industry for almost 9 years working as a Financial Advisor in Toronto, where he specialized in investment planning, lending and commercial banking. He joined Atlas Financial in 2020 where he uses his extensive experience to help develop client financial plans with our client’s objectives and long-term goals.
Damon is currently working on obtaining his 215, FINRA 66 & 7 series.
While Damon is out of the office, he enjoys staying active, watching hockey and traveling with his spouse and German Shepherd.
Disclosures
Securities: Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Louisiana, Massachusetts, Missouri, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia and Wisconsin
Atlas Financial is not an affiliate of Lincoln Financial Advisors.
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
