Lee Financial team members recently attended the FPA DALLAS/FORT WORTH Annual Conference. Team members increased their knowledge and engaged with other FPA professionals and students. Adrienne Anthony, CFP? and Alex Nickerson, CFP? were on duty serving as FPA DFW Treasurer and Technology Director, respectively.?Sharpening our knowledge and learnings ways to better serve our clients are high priorities that we diligently pursue at Lee Financial. Thank you, team for representing us so well!
关于我们
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 is an advisor and trusted resource for personal, family and business needs. For more information, please visit us at www.leefin.com or call us at (972) 960-1001. Note: Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Lee Financial Corporation), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Lee Financial Corporation is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. Please remember that it remains your responsibility to advise Lee Financial Corporation, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the terms of the engagement.
- 网站
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https://www.leefin.com
Lee Financial 的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Dallas，Texas
- 类型
- 私人持股
- 创立
- 1975
- 领域
- Wealth Management、Financial Planning、Investment Management、Human Capital Consulting和Alternative Investments
地点
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主要
获取路线
8350 N. Central Expressway
Suite 1800
US，Texas，Dallas，75206
Lee Financial 员工
动态
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Please join us in congratulating Adrienne Anthony, CFP? on being promoted to Senior Financial Planner! Jaime Boyles, CFP?, Director of Planning at Lee Financial, shared that "Adrienne has been a difference maker since the day she joined Lee Financial back in June 2022. She does an amazing job serving our clients, working with the team, contributing to corporate projects and always leaning in with a great attitude. We are thrilled to have her as a lead planner!" Congratulations Adrienne!
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We are proud to announce Lee Financial is celebrating its 50th Anniversary today! February 7, 1975 marks the day Richard Lee started Lee Financial. At the time, being a Registered Investment Advisor (RIA) was a new way of helping people navigate their financial journey. Since that time, we have adapted new concepts and weathered many storms, yet our foundation has remained the same. We have continued serving our clients with an integrated and comprehensive approach to help them attain their financial goals. It's been an amazing first 50 years! We are looking forward and excited for the next 50 years!
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We are excited to share that Ben S. Shae, CFP? received the Lee Financial 2024 Heart of LFC Award! This annual award is given to the LFC team member who best represents our core values: Results, Positive Attitude, Critical Thinker, Team Player, Professional and Humble, and is chosen by fellow team members. Everyone at LFC is asked to vote for the Heart of LFC! ? Sarah Beattie, the 2023 award winner, had this to say about Ben, "Ben is selfless and continues to go above and beyond to help Lee Financial achieve success. He is a go-to-person for?every?member of the firm and his growth over the last 15 years has been amazing to watch." ? Congratulations Ben!
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Recently we had two teams of Lee Financial volunteers help serve meals at the The Stewpot! This activity was fun and a great way for us to love and serve our city!
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Congratulations to Raquel for winning the Lee Financial Holiday Office Decorating Contest! With help from her daughter, her hand painted design made the office very festive! She also added a fun photo backdrop and a creative elf on the shelf grandson photo collage for all to enjoy!
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We are honored to see five of our Certified Financial Planners? on the D Magazine Best Financial Planner list for 2024! Congratulations to Adrienne Anthony, CFP?, Jenny Armstrong, Jaime Boyles, CFP?, Dan Mauck, CFP? and Christie Williams, CFP?! We are very proud of them and the more than 122 years of combined experience this distinguished group of advisors has been helping clients reach their financial goals!? ? No payment was made to be included in this list. The Best Financial Planner in DFW list was announced on October 31, 2024.
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We are looking forward to having Marissa Kalina join us in 2025! She has an amazing future ahead of her and we are thrilled to be a part of it!
Marissa Kalina, a Texas Tech University School of Financial Planning student, was part of the team that won the 2024 Financial Planning Association (FPA) Financial Planning Challenge, earning scholarships and national recognition. ? Her journey began in a small Texas town, where she developed a strong work ethic and a passion for helping others with their finances. This drive led her to excel in Texas Tech’s top-ranked personal financial planning program. ? Now, Marissa is preparing to start her career as an associate financial planner in Dallas, turning her dedication to helping clients into a reality. Read more: https://lnkd.in/g-EPFaGz
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For the 10th consecutive year, Lee Financial has been named by D Magazine as one of the Top Wealth Managers in DFW. We are honored to be included on the 2024 list chosen by our peers! ? No payment was made to be included in this best of list. The Top Wealth Managers in DFW list was announced on October 31, 2024.
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