Walking you through life’s changes with genuine care.

Our
Values
Transparency
Transparency is at the core of our fiduciary practice, ensuring that every decision we make is clear, honest, and in your best interest. We are committed to open communication and providing you with full visibility into your financial plans and decisions, fostering trust and confidence every step of the way.
Prudence
Prudence is a cornerstone of our approach, as we carefully consider every option and make decisions that safeguard your long-term financial well-being. We take a thoughtful, measured approach to ensure that each choice is in alignment with your goals and values.
Compassion
Compassion drives everything we do, guiding us to support our clients with care and understanding during life’s most challenging transitions. We listen deeply, respect your unique circumstances, and prioritize your well-being to provide services that truly make a difference.
Respect
Respect describes how we interact with our clients, valuing each person’s unique perspective and life journey. We honor your goals, decisions, and privacy, fostering a relationship built on mutual trust and dignity.
OUR PEOPLE
Our team of professionals serving you with love and respect.
Lee Stephenson &
Melissa Stephenson
Tim Stephenson &
Glenda Stephenson
Lee and his wife, Melissa, along with their three children, have called Florida home since 2015. With a rich background as a local church pastor, Lee and Melissa are well acquainted with the challenges of aging and are passionate about the challenges families face during life’s transitions. As an experienced consultant, and nonprofit executive, Lee brings extensive leadership experience to Legacy Advocates in building teams to serve those with great need. In addition to a master’s degree from Bethel University, Lee holds multiple executive certifications from the University of Notre Dame.
Melissa earned a bachelor’s degree in mathematics and is experienced in handling the day to day financial needs of seniors, having served on the staff of Southwest Florida Advocates from 2020 to 2024.
True sports enthusiasts, Lee and his family share a passion for athletics. As a certified personal trainer and nutrition coach through the National Academy of Sports Medicine, he enjoys working with local athletes and weekend warriors in his free time. Lee’s training through the National Academy of Sports Medicine truly transfers to the special physical and nutritional needs of senior adults.
Melissa is a physical education teacher in the local school system. Their children are actively involved in local sports including competitive swimming and softball.
The services of Legacy Advocates of Florida, LLC are designed to expand and continue the tradition established by Southwest Florida Advocates, LLC. Southwest Florida Advocates, LLC was established in 2014 to serve the needs of Southwest Florida residents and has grown to be a trusted fiduciary services provider. Southwest Florida Advocates was established by my parents, Timothy and Glenda Stephenson. You can learn more about their work at www.swfloridaadvocates.com.
Contact us
Email: Lee@legacyadvocatesfl.com
Phone: (407)329-2191
Mail Address:
Legacy Advocates
4700 Millenia Blvd
Suite 500
Orlando, FL 32839
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