D. LEE BEALL, CLU

Director of Private Wealth

Email:    lee.beall@capitasfinancial.com

Phone:  404-859-8873

D. Lee Beall is a Director of Private Wealth at Rushing Financial Group, a partner firm of Capitas Financial, Inc. Lee graduated from the University of Georgia in 2004 with a Bachelors of Business Administration degree in Risk Management and Insurance. He began his financial services career the very same year as an Associate Financial Representative with Northwestern Mutual. He continued working as an Associate Financial Representative there until 2007 at which time he transitioned to Financial Representative.

Lee worked at Highland Capital Brokerage from 2008 until 2014 as a Case Design Specialist. During that time, he received his Chartered Life Underwriter designation in 2012 from The American College.

Today, Lee serves as a member of the Society of Financial Service Professionals and spends his time volunteering at Habitat for Humanity and Georgia Outdoor News. He currently resides in Georgia with his wife, son and daughter: Meredith, Sam and Maggie. Spending time with his family, gardening, hunting, fishing, cooking, shooting sporting clays, hiking, golfing and P90X are some of his favorite activities to do in his spare time.

This material does not constitute tax or legal advice, and neither Rushing Financial Group nor any of its agents, employees or registered representatives are in the business of offering such advice. It was written to support the marketing of the transactions or topics it addresses.  Anyone interested in these transactions or topics should seek advice based on his or her particular circumstances from independent professional advisors.

Securities offered through The Leaders Group, Inc. Member FINRA and SIPC, 26 W. Dry Creek Circle, Ste. 575, Littleton, CO 80130

(303) 797-9080.  Rushing Financial Group is not affiliated with The Leaders Group, Inc.

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