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Lee Financial Group Hawaii, Inc.
3113 Olu Street, Honolulu, HI 96816
Phone: (808) 988-8088
Toll free: (800) 354-9654

Terry Lee<br/>President & CEO
Terry Lee
President & CEO

Our Philosophy
Losses hurt more than equivalent gains help.®

Terry Lee established Lee Financial Group Hawaii, Inc. in 1988, when he started the Hawaii Municipal Fund, a tax-free* municipal bond fund for Hawaii residents, and now serves as the portfolio manager. In subsequent years, he expanded the firm’s offerings to include Wealth Management services.

Prior to founding Lee Financial Group, Terry worked as a financial consultant for Merrill Lynch. Terry is a graduate of Punahou School and received his BBA from the University of Hawaii College of Business. As a Hawaii native, he is committed to staying true to the local values that have guided him throughout his career – that of integrity and respect. He is a firm believer in the importance of cultivating a personal relationship with clients to best understand their concerns and help them reach their goals.

Terry is a former NASD arbitrator and is a past president of the Hawaii chapter of the Securities Industry Association. He has also served on the Easter Seals Hawaii Board of Directors and on the Leadership Council of the American Diabetes Association-Hawaii.

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*Some income may be subject to the federal alternative minimum tax for certain investors. Income may also be subject to capital gains taxes

Nora Foley
Corporate Vice President
Chief Compliance Officer
Charlotte Meyer
Corporate Vice President
Director of Finance
Lee Ann Matsuda
Vice President
Kathy Lum
Vice President
Wealth Manager, AIF®
Barry Magaoay
Vice President
Wealth Manager
Summer Lee
Wealth Manager
AIF®
Charlotte Teruya
Wealth Manager
Amber Lynn K. Suhas
Wealth Manager
Edwin Chau
Analyst
Stephanie Kuwaye,
Senior Administrator
Jandi Iha
Administrator
Janel Lam
Administrative Assistant

Check the background of this firm and these investment professionals on FINRA’s BrokerCheck.

Hawaii Municipal Fund is a series of Lee Financial Mutual Fund, Inc.
Lee Financial Securities, Inc., member FINRA (www.finra.org), is the Distributor for Lee Financial Mutual Fund, Inc.
Lee Financial Securities, Inc. is a wholly owned subsidiary of Lee Financial Group Hawaii, Inc., a registered investment adviser with the SEC.

Lee Financial Group Hawaii, Inc. (c) 2015
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Check the background of this firm on FINRA's BrokerCheck.

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