Cory Lee

Chief Compliance Officer

Cory Lee is the Chief Compliance Officer for Legacy Wealth Management. Cory likes to say he is a reformed tax attorney and has joined the light side, helping people make money through savings and investments, instead of fighting in the court system for money. Cory completed his undergraduate degree in economics from the University of Utah; he obtained his law degree from the University of Missouri, and then went on get an LL.M. in Taxation from the Levin College of Law at the University of Florida. Cory joined Legacy Wealth in July 2021 as a wealth advisor and then transitioned to the role of CCO. Cory was born and raised in Farmington, UT, and currently lives with his wife Kristen and five kids in sunny St. George, UT.