Home > About Us > Leadership Team > Adam Lee

Adam Lee


Operations Assistant
Send Email



Adam is currently an Operations Assistant with American Heritage Financial in Pensacola where he is working to streamline operations for both our team and our clients. Adam is passionate about providing tools to people that will allow them to meet their financial needs. Prior to joining American Heritage Financial Adam had over 20 years’ experience in consumer lending and holds a bachelor's degree in Philosophy from the University of West Florida. 


When not assisting clients, Adam enjoys being outdoors hiking, playing sports, or attending any of the local community events in our area. He also spends time volunteering at local community-based organizations like Manna Food Bank and Habitat for Humanity. 

*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.  
Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any other governmental agency.