Investor Relations
Lee County has engaged DAC Bond as its Investor Relations Provider. To view Lee County's secondary market disclosure information:
DAC Bond Instructions
- Go to www.dacbond.com.
- In the top right, click "Register" to select your personal username and password. Your username and password will be immediately activated. Click the Home Tab.
- In the top right, click on Log In and type your username and password in the fields provided under "Rule 15c2-12 Compliance,"
- On the left in the "Quick Search," leave the first box defaulted to "Obligor."
- Type "Lee County" in the second box and enter or click the double arrows.
- Click on "Lee County" to view a list of issues OR click on "Disclosure" to view documents filed.
Questions? Please call DAC at (888) 824-2663 and speak with a customer service representative.
Municipal Advisor
PFM Financial Advisors LLC
Lee County has retained the firm of PFM Financial Advisors LLC as its municipal advisor. Lee County is represented by and will rely on PFM Financial Advisors LLC to provide advice on proposals from financial services firms concerning the issuance of municipal securities and municipal financial products, including investments of bond proceeds and escrow investments. PFM Financial Advisors LLC contact information is as follows:
Julie Santamaria, Director
PFM Financial Advisors LLC
200 South Orange Ave., Suite 760
Orlando, FL 32801
santamariaj@pfm.com
727-421-6057
Sergio Masvidal
PFM Financial Advisors LLC
2222 Ponce De Leon Blvd., 3rd Floor
Coral Gables, FL 33134
masvidals@pfm.com
786-671-7480