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. Â
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. Â
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. Â
Education
- Bachelor of Science degree in mechanical engineering from Vanderbilt University
- Master of Finance degree from Golden Gate University
Industry Designations
- CERTIFIED FINANCIAL PLANNER®
- Licensed Insurance Agent
Industry Involvement
- Member, Financial Planning Association of Middle Tennessee Â
- Member, Estate Planning Council of Middle Tennessee Â