Kory David Lee in

Kory David Lee

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Vice President - Wealth Advisor at Truist Wealth
📍 Sarasota, Florida, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
18 Years
Current Role
Vice President - Wealth Advisor
Job Level
Senior
Location
Sarasota, Florida, United States
Personality Overview

How Kory shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kory cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

9-2021
Vice President - Wealth Advisor
Truist Wealth
1-2020 - 1-2021
Vice President - Financial Advisor
Personal Capital
1-2017 - 1-2020
Chief Sales Officer
JCAB Contractors & Joshua Cabinetry
1-2017 - 1-2017
Vice President, Wealth Management Client Advisor
Fidelity Bank
2014 - 2017
Wealth Manager
USAA
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
B.A.
Westminster College (MO)
Financial Planning
University of Georgia - Terry College of Business
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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