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