Tommy Lee is a Vice President and Branch Manager at Smith Moore and has more than four decades of experience in the financial services industry. He provides his clients with results-focused guidance on how to build investment portfolios to help achieve their long-term financial objectives. His disciplined and detailed approach that incorporates regular, clearly explained portfolio updates has been instrumental to building successful and lasting personal investment relationships based on mutual respect and trust.
Tommy serves as a retirement income planner for many of his clients and helps them achieve a “work optional” lifestyle. He works closely with his clients to determine the amount of capital that they will need to accumulate in order to retire comfortably. He then develops customized, goals-based investment strategies designed to help them retire in their desired timeframe and maintain their desired lifestyle in retirement. He also assists in managing a variety of aspects relating to a client’s transition from working to retirement, such as balancing the need for a predictable cash flow and the desire to leave a legacy.
Tommy is proud to work for a firm that prides itself on consistently striving to deliver a high level of client care while putting clients’ needs before its own. This client-first approach has been a guiding principle at Smith Moore for over a century.
Prior to joining Smith Moore, Tommy graduated from the University of Mississippi. He was President of PriorityOne Financial Services, an OSJ Principal at Raymond James, and a Financial Advisor at American Express Financial Advisors.
Tommy lives in Mendenhall, Mississippi, with his wife of 40 years, Judy. They have three beautiful daughters and four wonderful grandchildren. He is a current board member of the Mendenhall Area Chamber of Commerce, Mendenhall Cemetery Association, and also serves on various committees for First Baptist Church – Mendenhall. Tommy is an avid supporter of Ole Miss sports teams and enjoys traveling, spending time with family, and golfing in his free time.