About
Lee & Partners exists because too many families are one unexpected event away from losing everything they've worked for, not from carelessness, but because nobody ever sat down and walked them through it. Marcus and Monica sit down.
01The Partners
Investment Professional
Marcus works the numbers and the long view: retirement timelines, income protection, and the strategy that connects them. He believes no family should be told what to buy before they're shown why it matters.
205-541-0700
Partner & Client Care
Monica is the first voice most families hear and the one who keeps every plan personal. She leads the mentorship and financial-literacy work that sits at the heart of the practice.
205-540-169302The Give-Back
We build with purpose by improving financial literacy, mentorship, and helping make a difference in other people's lives, one family at a time.
That means free financial-literacy conversations for people who aren't ready to buy anything, mentorship for those who want to build a practice of their own, and a standing commitment to leave every household better informed than we found it, client or not.