Lee A. Mezrah


Lee A. Mezrah, a Tampa native, attended Jesuit High School and continued his education at the University of Alabama, where he obtained a B.S. in Marketing in May 1989. After graduation, he returned to Tampa and began a career in his family's business, Mezrah Financial.

Currently, Lee is President of Mezrah Financial and focuses on working with high net worth professionals and entrepreneurs in designing and implementing executive benefit programs as well as consulting on portfolio, tax and personal financial planning strategies. His expertise in these areas offers his clients innovative, individually tailored solutions to complex situations.

As a professional committed to his business, he has been involved in industry associations including membership in the American Association of Life Underwriters (AALU), CEO Council of Tampa Bay, Association of Insurance and Financial Advisors (TAIFA), the Million Dollar Round Table and the Top of the Table.

Lee has achieved several industry designations, including the Life Underwriters Training Council Fellow (LUTCF). In addition, he is a Investment Advisor Representative.

Lee's community involvement is best exemplified by his past involvement on the Board of Directors for the Jewish Community Center and the Tampa Jewish Federation (Young Adult Division). Lee is also a member of a number of organizations supporting local business efforts including the Tampa Chamber of Commerce, Committee of 100, Enterprise Corporation of Tampa, the Young Leadership Conference, and the CEO Roundtable. He also has served on the Small Business of the Year Awards Committee.

He received The Business Journal's 40 Under 40 award in 2000 and Tampa Bay Business Journal's Who's Who in Tampa Bay Business - Banking and Finance in 2005. His extensive knowledge of the insurance industry has caught the attention of the judicial system in Hillsborough County, where Lee has been called upon as an expert witness in court cases involving life insurance-related issues.

He contributes much of his time to philanthropic endeavors. All of this is done through a not-for-profit 501(c) corporation that he co-founded in the early 1990s, the 13 Ugly Men Foundation, Inc. The group has raised and donated over $1,000,000 for local charities since its founding.

Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. Mezrah Financial is independantly owned and operated. Mezrah Financial is a member of M Financial Group. Please go to mfin.com for further details regarding this relationship. Mezrah Financial and their agents Lee Mezrah and Leon Mezrah are presently licensed to sell traditional life insurance in the states of CT, FL, GA, IL, NJ, NY, OH, PA, TX, UT, VA, and WA. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service. Mezrah Financial and their Registered Representatives Lee Mezrah* is currently licensed to sell variable life and annuity products, as well as other securities products, in the states of CA (#OJ13269, CT, FL, GA, IL, MD, MO, NJ, NV, NY, and OH. Residents of other states should consult with a local Registered Representative for securities products.

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