Lee Pierce, CPA, CMA, AIF®

PIERCE_LEE_BK2_1136Lee Pierce, founder of Pierce Financial, believes in handling each person’s situation as if it were his own. This quality of empathy promotes understanding and a high level of care for his clients and their unique goals.

Lee has been in the financial industry for over 26 years. He graduated from the University of Tennessee at Martin in 1988 with a Bachelor of Science degree in business administration with an emphasis in accounting. His past experience includes working in both large and small businesses, including 12 years as a CFO of a closely held manufacturing company and Divisional Controller of a Fortune 200 company. He gained the ability to understand the unique challenges businesses face through his work in private businesses. Lee continued to expand his proficiency and is a Certified Public Accountant (CPA), Certified Management Accountant (CMA), and Accredited Investment Fiduciary® (AIF®). He also holds FINRA series 6, 7, 63, and 65 licenses.

The AIF® designation allows Lee to provide a high level of care to business owners. The designation requires ongoing education on the latest information, developments, rules, and regulations to best serve his clients. To learn more about being a fiduciary, click here.

Lee is a member of the Institute of Management Accountants, Alpha Tau Omega Alumni Association, DeSoto County Touchdown Club, and Longview Point Baptist Church. In his free time, he volunteers for the Fellowship of Christian Athletes, Hernando Parks and Recreation, and the Boy Scouts of America.

Lee specializes in asset management and retirement plan consulting and advising. If you would like to work with Lee to organize your finances, click here to contact us.

 

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