Meet The Team
The team behind JL Perkins Wealth Management is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Lee Perkins President, Financial Planner
Lee Perkins is the president and founder of JL Perkins Wealth Management, a Registered Investment Advisor firm. In addition, he is an Investment Advisor Representative and is a licensed fiduciary.
Lee was born and raised in Macon and takes pride that he doesn’t do business the “Wall Street way.” His focus is on planning for his clients instead of the product-driven approach some other advisors take. Lee believes proper planning is crucial to a successful retirement. His passion is to develop solid financial plans for his clients that prepare them for a long retirement. Lee is well-recognized in the community and has established a reputation as a problem-solver who builds personal relationships with his clients. He also helps mentor other independent advisors to help them grow their business the right way.
Lee graduated from Georgia College in 1993. He has passed the Series 63 and 66 securities exams and is also insurance licensed. Lee lives in Macon with his wife, Pam, and their two children.
ADDITIONAL STAFF MEMBERS
Donna Fahey Executive Assistant
Pam PerkinsOffice Manager
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.