Our Team

Lee Larson
Senior Vice President | Private Wealth Management

As Senior Vice President of Capital Wealth Advisors,  Lee manages individual investment portfolios and provides investment advisory services to clients of the firm.  Lee has developed a particular niche in designing and maintaining retirement income portfolios.

Prior to joining Capital Wealth Advisors, Lee was an Investment Advisor for Hayden Harper Advisory from 2012-2015. Lee was also a Registered Representative at Capital City Securities from 2008-2012.  Previously, Lee was an Investment Advisor at Regis Asset Management from 2010-2012.   Prior to joining Regis Asset Management, Lee was a Registered Representative for Regis Securities Corporation and Warner Group, Inc.

Lee currently resides in Mooresville, NC where he is an active sports enthusiast, often found at Lake Norman Tennis Center or on a soccer field.

Education

  • BS in Geography, University of Northern Iowa (Summa Cum Laude)
  • MS in Geography, University of Georgia