Broker Check
Daniel Lee

Daniel Lee

Sales Manager

As a Financial Advisor, Daniel helps his clients to protect and grow their assets while saving and investing their wealth, thus enabling his clients to realize their financial goals and objectives. He does this by developing a strategy that not only allows his clients to enhance their lifestyle, but to also create a lasting legacy.

Through his broad range of career and life experiences, Daniel has gained a unique insight that allows him to connect, empathize, and understand the personal needs of his clients. It is this unique perspective that he uses to build a customized and tailored plan which will help these individuals, families, and businesses to reach their full financial potential.

With entrepreneurial experience as a small business owner, coupled with corporate experiences in the Pharmaceutical Industry, along with relevant experience as a Clinical Pharmacist at Duke Hospital; Daniel helps Healthcare Providers, Corporate Professionals, and Business Owners to navigate their financial waters with sound decisions.

Education
Daniel graduated from the University of North Carolina at Chapel Hill in 1990 with a Bachelor of Science Degree in Pharmacy. He also earned his MBA from Duke’s Fuqua School of Business in 1995.

Personal
Daniel and his wife, Rachel, live in Raleigh, NC, with their two children who are currently attending college at ECU and UNC-Chapel Hill. He and his family are members of Colonial Baptist Church and are very committed to and active in their community.

Registrations
Daniel is FINRA Series 7 and 66 licensed in NC along with Life & Annuity, Variable Life & Annuity, and Accident & Health or Sickness which gives him the ability to offer insurance and investment options that are suitable and appropriate for each client’s best interest.
Registered Representative of and securities investment advisory services offered through Horner, Townsend & Kent, Inc. (“HTK”). Registered Investment Advisor. Member FINRA / SIPC. Navigon Financial Group, Inc. is independent of HTK.

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