Randy Lee, CFP®

Financial Advisor

Education & Other Highlights

Randy Lee is a wealth management financial advisor based in Nashville, TN.

Randy joined CAPTRUST in 2022 following 21 years with TrustCore Financial Services. He serves as a principal and financial advisor, and his practice focuses on the unique needs of business owners, executives, physicians, and real estate investors. As a collaborative and detail-oriented person, Randy coordinates closely with the client’s other advisors and develops comprehensive solutions that address the key aspects of an individual’s financial life.  

Randy is a former surface warfare officer in the United States Navy and has served as an engineer for a Fortune 500 specialty chemical company. He holds a Bachelor of Science degree in mechanical engineering from Vanderbilt University and a Master of Finance degree from Golden Gate University. In 2022, Randy obtained a Financial Life Planning Graduate Certificate from Golden Gate University.  

He is an adjunct professor at Golden Gate University Ageno School of Business, the treasurer of the Vanderbilt NROTC Alumni Association, serves on the Leadership Brentwood Alumni board of directors, and is a volunteer instructor for the Davidson County Jail Re-Entry program. Outside of the office, Randy loves classic Mustangs and travel with his family, and he is involved in defensive firearms training.  


  • Bachelor of Science degree in mechanical engineering from Vanderbilt University
  • Master of Finance degree from Golden Gate University

Industry Designations

  • Licensed Insurance Agent

Industry Involvement

  • Member, Financial Planning Association of Middle Tennessee  
  • Member, Estate Planning Council of Middle Tennessee  


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