Kory Lee is a wealth management financial advisor based in Tampa, FL.

Kory works primarily with high‑net‑worth business owners, guiding them through complex financial decisions across growth, succession, and legacy planning. He specializes in integrating investment management, tax strategy, and business planning into clear, personalized solutions that support both long‑term personal wealth and business success.

Kory brings more than 15 years of experience in wealth management and financial planning for high‑net‑worth individuals and business owners. Prior to joining CAPTRUST, he held advisory roles at Truist, USAA, and Morgan Stanley and gained firsthand business‑owner perspective through his work with Joshua Cabinetry LLC.

Kory graduated from Westminster College, earning his Bachelor of Arts in economics.

Outside of work, Kory enjoys staying active through outdoor pursuits such as golf and clay shooting, while prioritizing quality time with family and friends.