Lee Financial
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Lee Financial is an independent wealth management firm based in Dallas, Texas. Lee Financial provides financial advisory services including financial planning, portfolio management and human capital development to high net worth individuals and families nationwide. Founded in 1975, Lee Financial i... Read more
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Richard Lee
CEO & Founder
Richard Lee
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William A Luckey II
Chief Financial Officer
Cfp® Ben S. Shae
Director Of Operations And Client Service
Danny Boyce
Director Of Investments
Jacob Odom
Senior Portfolio Manager
Sarah Henze
Senior Portfolio Manager
Cfp® Adrienne Anthony
Financial Planner
Emily Smeltz
Associate Financial Planner
Lily Gallagher
Associate Financial Planner
Cfp® Trey Waite
Financial Planner
Jason A. Romph
Trader/ Associate Analyst
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