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. 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
Executive Vice President
Chief Compliance Officer
Charlotte Meyer
Executive Vice President
Lee Ann Matsuda
Vice President
Kathy Lum
Vice President
Senior Wealth Manager, AIF®
Charlotte Teruya-Westcott
Senior Wealth Manager
Amber Lynn K. Suhas
Senior Wealth Manager
Sarah Kleinschmidt
Wealth Manager
Stephanie Kuwaye,
Wealth Manager
Jandi Iha
Senior Administrative Coordinator
Janel Lam
Administrative Assistant

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