Lee Vaughan, CFP®, is a Managing Partner at COVA Wealth Management. With 18 years worth of experience in wealth management, Lee has been named to the Raymond James Leaders Council for 2013, 2014, 2015, and 2016*. In 2014, he was also named one of the nation’s Top 40 Independent Advisors under the age of 40 by REP. magazine**. Lee is among a minority of advisors holding the elite CERTIFIED FINANCIAL PLANNER™ certification.
As one of the Founders and Managing Partners of COVA, Lee has been a driving force in creating a company that offers a highly personalized client experience based on thoughtful planning and prudent advice. Fastidious in his work and attentive to his clients, Lee’s unique combination of affable personality and dynamic problem-solving skills have garnered him not only recognition in his industry but more importantly the respect, trust and friendship of his clients. Lee strongly believes in taking a holistic approach to wealth management and is able to counsel clients on how to manage both their short-term needs and long-term goals.
Prior to founding COVA in 2012, Lee spent eight years acting as First Vice-President of Wealth Management for Merrill Lynch after having launched his career in finance in Atlanta at Prudential Securities. A native of North Carolina and a graduate of the University of the South, Sewanee, Lee settled in Nashville in 2000 and has since called it home. Lee lives with his wife, Liz, and their three young children, McAulay, Anne and Clyde. He jokes that outside his work and family commitments, he has no free time and no hobbies anymore…
*Membership is based on prior fiscal year production. Re-qualification is required annually.
**”Top 40 Advisors under 40″ were determined mainly by their assets under management.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of this investment professional on FINRA’s BrokerCheck