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Robert Lee, MBA, CLF*

As a Managing Partner with American Heritage Financial, Robert oversees the development of his team of Financial Professionals in Alabama and the Southeast. With over 25 years of experience in finance and 19 years in financial services, Robert helps businesses and individuals build financial plans and strategies to achieve their personal goals.
           Robert atended the University of Texas at Austin where he obtained his degree in Economics as well as atended the University of Tampa where he obtained his MBA in Finance. During his career, Robert has received management achievement awards as well as several awards from GAMA.
          He enjoys traveling, golf and spending 􀆟me with family and friends as well as his college-aged son Michael.  Robert resides in Birmingham, Alabama.

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*Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. American Heritage Financial, LLC is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.   American Heritage Financial, LLC may conduct life insurance and securities business in Florida and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed. This content should not be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.   Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, American Heritage Financial, LLC, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.  
Investing involves risk which includes potential loss of principal. Guarantees are subject to the claims paying ability of the issuing insurance company.  
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