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Lee Olswanger

Financial Strategist

Education

BA Finance and Accounting, University of Tennessee

Credentials

Series 7, 66

Lee joined our team in September 2020, bringing a wealth of experience and a passion for Finance. Lee’s dedication and strong analytical skills quickly earned him recognition within the industry. He is a financial strategist focused on banks and credit unions.


Beyond his professional achievements, Lee is deeply committed to positively impacting his community. His passion for community service is evident through his involvement on the boards of local organizations, such as the Memphis Jewish Community Center and the Tennessee Chapter of the Crohn’s & Colitis Foundation.

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