Wilmot (Bill) D. Lee III,

Affiliated with Raymond James since 2002, Bill utilizes his more than 20 years of industry experience in creating solutions for his clients. While he maintains the Series 7 securities license, he also holds the Series 63, Series 65, and Series 31. Through his affiliation with Tempus Advisors, Bill has focused on solutions which include life, disability, and long-term care insurances -- integral in developing a well-rounded financial plan.

Bill holds the AIF^® (Accredited Investment Fiduciary) designation – a designation of fiduciary commitment.