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Robert Lee, MBA, CLF
Robert Lee
Managing Partner, Birmingham, AL
205-580-1335  |  RobertLee@AHFplanners.com


As a Managing Partner with American Heritage Financial, Robert oversees the development of his team of Financial Professionals in Alabama.  With over 25 years' experience in finance and 16 years in financial services, Robert helps businesses and individuals build financial plans and strategies to achieve their particular goals. 

Robert attended the University of Texas at Austin where he obtained his degree in Economics as well as attended the University of Tampa where he obtained his MBA in Finance.  During his career, Robert has received management achievement awards as well as several awards from GAMA.  

He enjoys, traveling, golf and spending time with family and friends as well as his college-aged son Michael.  Robert resides in Birmingham, Alabama.

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