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Thomas B. Kessinger III, CWA®
Senior Vice President, Financial Consultant


Christopher Lee
Senior Vice President, Financial Consultant
Ben Kessinger
Financial Consultant
Our Mission

Acting on Experience, Moving Forward with Financial Confidence

Our mission at The Kessinger-Lee Financial Group is to act on our years of combined experience to build and execute a customized wealth management plan for our clients.  We operate on a carefully formulated strategy that positions our clients’ portfolios to weather unpredictable market conditions and life events.  In so doing, we allow our clients to move forward with financial confidence.

We utilize a long-term investment approach to pursue a variety of client objectives – increasing financial worth, sustaining income in retirement or building funds for education and charitable purposes.  Regardless of their goals, our mission is to establish and maintain mutually beneficial relationships with our clients by providing them with the highest level of personal attention.   

"Business, in our opinion, should be awarded to us because of our demonstrated investment skills and reputation, not as a result of aggressive marketing efforts."

-- F. Borden Hanes, Jr.
 
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 Securities and Advisory Services offered by J. J. B. Hilliard, W.L. Lyons, LLC, A Registered Broker Dealer and Investment Advisor, Member NYSE / FINRA / SIPC. Trust Services are offered through Hilliard Lyons Trust Company, LLC, an affiliate of J. J. B. Hilliard, W.L. Lyons, LLC. Hilliard Lyons does not offer legal, accounting or tax advice. You should consult your own tax or legal counsel prior to making any decision that may affect your tax or legal situation. To understand how Hilliard Lyons is compensated for its services, please click here.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable-we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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