Lee Wall is the founding partner of Wall Titus, LLC. He is a Certified Public Accountant (CPA), and a Personal Financial Specialist (PFS), a designation recognized by the American Institute of Certified Public Accountants (AICPA). In addition, Lee is a Certified Financial Planner (CFP) and Investment Advisor.
Lee manages the financial planning and wealth management operations of the firm. Lee has extensive experience assisting individuals and businesses with their long-term strategic tax, financial, retirement, estate and investment planning needs, using a systematic approach. His experience with closely held businesses crosses a wide range of industries and professions including construction, manufacturing and distribution, automobile, transportation, and a variety of personal service and retail businesses.
Before founding the firm in 1986, Lee worked for a large local CPA firm and a publicly traded manufacturing company. He graduated from Florida Southern College where he also served as an adjunct professor.
Lee served as a board member of several non-profit organizations. He is an active member of the American Institute of Certified Public Accountants, Florida Institute of Certified Public Accountants and Board of Certified Financial Planners