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H. Lee Little, CFP®

Managing Partner

(904) 296-7526

Lee started his independent financial services firm in 1996, intent upon providing personal, objective guidance that high-net-worth individuals, retirees, and business owners need to pursue their financial goals. "As independent...
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H. Connor Little, CFP®

Financial Planning Assistant

Connor began his financial services career at Northwestern Mutual as a financial intern earning his Florida Life and Health insurance license while attending college in 2017. He graduated from the University of North Florida (UNF) with...

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