Lee A. Mezrah

Managing Partner and President

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 Managing Partner and 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 experience 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 National Association of Life Insurance and Financial Advisors (NAIFA), CEO Council of Tampa Bay, Association of Insurance and Financial Advisors (TAIFA), the Million Dollar Round Table and the Top of the Table. In addition, he is an Investment Advisor Representative.

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 $2,000,000 for local charities since its founding.

CA Insurance License # 0J13269

Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year, and is not based upon performance or returns experienced by any client, or opinions of the advisor’s clients or former clients.  All members must apply every year to continue their affiliation with the Million Dollar Round Table. Each MDRT status designation is granted for one year only. For details regarding qualifications for these memberships, please visit the following web site address: https://www.mdrt.org/join/member-requirements/#  Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.