Lee Neumann

Background

About Lee Neumann

With over 40 years of experience, I have been able to serve clients in many walks of life, provide advice and guidance, and mentor the next generation of financial advisors. When my business partner, Stephen Serati, and I started working together back in 2006, our goal was to provide a service that gave our clients peace of mind and the knowledge to make informed decisions around their investments. After 17 years, that vision and passion has been passed down to our next generation of financial advisors at Millenia Investments. What started as a two man team, has grown into an eight person team and counting. As we've grown through referrals and acquisitions, so have our resources, team members, and the level of service we are able to provide. I look forward to what the future holds for us. Disclosure: Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.