Mandy Lee
LPL Financial Advisor
Mandy is a registered LPL Financial Advisor here at Pineland Investment Services. She is a graduate of Georgia Southern University with a Bachelor's degree in Finance. Mandy has 20+ years experience in investment services and holds Series 7, Series 63, and Series 65 through LPL Financial. She is also a Certified Plan Fiduciary Advisor (CPFA) and holds a license in Georgia Health/Life Insurance and Variable Products. She was born and raised in Alma, Georgia and is married with three beautiful children.
Mandy enjoys establishing lifelong relationships with clients. She offers a customized hands-on experience to meet clients' needs. Through comprehensive planning, Mandy works with clients to examine the overall financial situation, determine the risk tolerance, and set goals before making a recommendation that is appropriate for each client. The service doesn't stop with the initial recommendation and purchase of the financial asset. Mandy provides ongoing service to make sure the assets continue to align with her customers' needs and goals.
