By allowing ads to appear on this site, you support the local businesses who, in turn, support great journalism.
Newsmakers in business: Management firm Strong Gaddy Lee opens independent Gainesville practice
0625NEWSMAKERSstronggaddylee
Strong Gaddy Lee Wealth Management has opened a new independent practice in Gainesville. Pictured, from left, are: Shane Gaddy, managing partner and financial planner; Kelly Lee, managing partner and financial planner; Kyle Bochat financial adviser; and Charlie Strong, founding partner and financial adviser.

Strong Gaddy Lee Wealth Management has opened a new independent practice in Gainesville. Powered with the strength and financial backing of two firms, Integrated Financial Group and LPL Financial, the group now has more robust resources to match the more than 50 years of industry experience its advisers bring to the community.  

The decision to move from Wells Fargo Advisors came after an extensive mutual selection process between IFG and the Strong Gaddy Lee Wealth Management team. IFG is an Atlanta-based consortium of independent LPL financial advisers that only accepts approximately 3 percent of all advisors who seek to join their “consortium” each year.

“While we are personally excited about this change, it is what this change means to our clients that drove our decision,” said Kelly Lee, managing partner and financial planner.

“We believe this move will remove barriers and provide more direct access to our team members and their expertise while enhancing the resources and technology we can utilize on our clients’ behalf.”

Regional events