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Randy Lee, CFP®

Randy Lee, CFP®

Principal,
Financial Advisor

Financial Advisors

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

Randy joined CAPTRUST in 2022 from 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. He holds a Bachelor of Engineering degree in Mechanical Engineering from Vanderbilt University and a Master of Finance degree from Golden Gate University.

Outside of the office, Randy loves to travel with his family. He is 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.

Education

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

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
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