Lee Sasser, Financial Advisor & Social Security Planner
Lee Sasser
Financial Advisor, Brust Wealth Advisors through Raymond James
Professional Profile
Meet Lee Sasser, a trusted Financial Advisor at Brust Wealth Advisors through Raymond James, located in the heart of Jacksonville, FL. With over 17 years of experience in financial services, beginning at Fidelity Investments in 2007 and progressing through esteemed firms like Merrill Lynch, Lee has cultivated a reputation for reliability and expertise in comprehensive financial planning.
Lee is not only a CERTIFIED FINANCIAL PLANNER™ but also a National Social Security Advisor, making him exceptionally qualified to guide individuals and families through their financial journeys. His personalized approach focuses on Social Security optimization and estate protection, ensuring his clients can transition confidently from work to retirement. Lee is dedicated to creating tailored financial strategies that provide peace of mind and long-term security.
Lee Sasser has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
A lifelong resident of Jacksonville, Lee shares his life with his wife Tiffany and their two sons, James and Jack. When he’s not in the office, you can find him sailing, golfing, or cheering on the Jacksonville Jaguars and Florida State Seminoles. If you’re looking for a knowledgeable, respected financial advisor who puts your needs first, Lee Sasser is here to help you achieve your financial goals.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.