Lee McLellan - Investment Consultant - Raymond James

05/04/2026

I'm grateful to share that I recently passed the CFP® exam.

It's a long process that covers every part of financial planning—investments, retirement, taxes, insurance, and estate planning—and I'm thankful for the opportunity to keep growing in a profession centered around helping people make thoughtful decisions about their financial lives.

Shoutout to my wife, Libby. A lot of the studying happened early in the mornings, late at night, and during a season when we were also preparing to welcome our first baby.

Looking forward to continuing to learn, grow, and serve the families who trust me with their planning.

amazonaws.com

01/07/2025

Even with some stumbles in December brought on in part by the Fed dialing back its 2025 rate cut expectations, the S&P 500 closed out 2024 with 20%-plus gains for the second consecutive year.

raymondjames.com

11/19/2024

Very excited to welcome Jeanne Basso to the team. Jeanne has a ton of experience and will be partnering with us to provide a top tier experience for all clients.

Welcome, Jeanne!

burtonhillsinvestmentpartners.com

11/11/2024

With respect, honor and gratitude we recognize each and every person who has served for our country. Thank you to all our veterans, today and always.

10/22/2024

A little delayed due to some personal things. But excited to share our latest quarterly market update!

amazonaws.com

08/02/2024

Slowing economic data – and the potential subsequent earnings headwind – is a reason CIO Larry Adam and team remain cautious on the equity market in the near term. Gain key insights into additional market-moving headlines of the day in Up & Adam.

amazonaws.com

07/18/2024

Very excited to share the second edition of the quarterly newsletter. As part of the newsletter, our team has an exciting announcement to share:

Gary, Tammy, and I have created a name for our team - Burton Hills Investment Partners. With our recent move into the Burton Hills office park, we wanted to build a brand that clients can resonate with and create consistency for many years to come!

This branding DOES NOT change our structure. We are still associates of Pinnacle Financial Partners and partnered with Raymond James.

Check out our new website: https://www.burtonhillsinvestmentpartners.com/

Thanks to everyone who has played any part in this journey!

amazonaws.com

05/13/2024

Market participants are slated to receive a bevy of reports this week, including the Consumer Price and Producer Price Indices. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam.

grapevinesix.s3.amazonaws.com

04/05/2024

Excited to share the first edition of a quarterly market update I wrote. I tried to keep it simple and share updates on the first 3 months of the year, what we are working on, and updates on our team.

Happy Friday and have a great weekend!

grapevinesix.s3.amazonaws.com

03/29/2024

Unexpected expenses of any sort can be a real stressor to your budget and financial plan. If you receive a tax bill you weren't expecting, here are a few tips and strategies to keep your long-term plan in place.

www.raymondjames.com