How I can help you

I can help clients with:

Marketing, finance & funding, expectations, capital allocation 

As an entrepreneur, investment manager, and professional financial advisor to other entrepreneurs over the last 37 years I've had experience in critiquing, investing in, & facilitating business growth, from small start-ups to publicly traded companies. 

Expertise:

Sales, Marketing, and Advertising
Business Set-up and Operations
Successful Relationships with Bankers
Wills, trusts, and tax strategies
Veterans Administration benefits and pensions
Strategic financial planning
401k and retirement plan design

 

 

Experience: 

37 years’ experience with discretionary authority 
         over client assets
Entrepreneur, Angel Investor
Master’s degree in Finance, Wharton School of 
        the Univ of Pennsylvania (1980) 
Chartered Financial Analyst (CFA, 1984)  
Radio show host, writer:       
        www.leehollingsworth.com/radioshow 
Author, Witness , In Service Press  (2008)  
Rotarian, Stephen Minister 

 

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Sales, Marketing & Public Relations

Industry Experience
  • Banking, Finance & Insurance
  • Home or Personal Maintenance Services
  • Retail & Wholesale Trade

Education

Master’s degree in Finance, Wharton School of

   the Univ of Pennsylvania (1980) 

B.S.BusinessAdmin-Finance Florida State University (1976)


Lee W. Hollingsworth CFA

Communication Methods

  • In Person