Our Staff

Terry Lee, 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.

Check the background of this investment professional on FINRA’s BrokerCheck.

*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 Vice President Chief Compliance Officer

Nora Foley
Corporate Vice President
Chief Compliance Officer

"Charlotte

Charlotte Meyer Corporate Vice President Director of Finance

Lee Ann Matsuda
Vice President

Kathy Lum

Kathy Lum
Vice President
Wealth Manager, AIF®

"Barry

Barry Magaoay Vice President Wealth Manager

Summer Lee Chun Wealth Manager AIF®

Summer Lee
Wealth Manager
AIF®

Charlotte Teruya Wealth Manager CPA, CWS®, CTFA

Charlotte Teruya
Wealth Manager

Amber Lynn K. SuhasWealth Manager

Amber Lynn K. Suhas
Wealth Manager

Edwin Chau Analyst

Stephanie Kuwaye Senior Administrator

Stephanie Kuwaye
Senior Administrator

Jandi IhaAdministrator

Jandi Iha
Administrator

 

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