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Home > About Us > Our Team > Robert Lee, MBA, CLF
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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*Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA/SIPC.
American Heritage Financial, LLC is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.
American Heritage Financial, LLC is authorized to conduct life insurance and securities business in Florida and may be licensed in other states. American Heritage Financial, LLC cannot conduct life insurance or securities business in states in which we are not licensed. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.
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