Several Lee Financial team members were thrilled to be able to attend the recent Dallas Baptist University Leadership Gala where Ron Skaggs received the Tom Landry Leadership Award and Ron Carter received the Russell H. Perry Free Enterprise Award! The awards honor outstanding individuals whose lives represent testimonies of achievement and free enterprise and service to the community. Congratulations to both men on receiving these prestigious awards!
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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Recently members of the Lee Financial team participated in the Susan G. Komen Dallas County Race for the Cure and the Alzheimer's Association, Dallas & Northeast Texas Chapter Walk to End Alzheimer’s. We are grateful to be able to partner with these dedicated organizations to support their mission. Of course if our crew is there, there was plenty of fun involved!
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We are proud to support our own Adrienne Anthony, CFP? and Alex Nickerson, CFP? using their skills to further the DFW FPA community!?
We are proud to announce that the 2025 FPA DFW Board of Directors has been officially voted on and elected. This dedicated group of professionals is committed to serving our chapter and enhancing the experience of all our members. We extend our heartfelt gratitude to each member of the board for their willingness to take on this important role and for their ongoing commitment to our organization. Their leadership will be instrumental in guiding FPA DFW towards achieving its goals and fostering a vibrant community for financial professionals. Thank you for your service and dedication to our chapter! Lacey Garcia, CFP?, Dallas McKee, CFP?, Greg Lanier, CFP?, Carson Wright, CFP?, Adrienne Anthony, CFP?, Stephen Bodwell, CFP?, CPA/PFS?, Joel Berg, CFP?, Jason Loveless, Jan G. Valecka, CFP?, Madison J. Wallace, CFP?, Alex Nickerson, CFP?, Devin DeLapp, CFP?, CDFA?, Tyler J. Young, CFA, CPA, CFP?, Marissa Muro, CPRIA, Shelby Henderson, CFP?, Chad Smith
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Do politics influence how you think about investing? Click the link below to read Lee Financial's thoughts on this timely topic. The data may surprise you! https://lnkd.in/geWCBb6N
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We are excited to announce that our President, Christie Williams, CFP?, has been selected this year’s recipient of the prestigious FPA DFW Honors Award! This recognition is a testament to her hard work, dedication, and significant contributions to the financial planning industry. Her commitment to excellence and her passion for serving others has not gone unnoticed, and it was truly a joy to see her receive this honor. We are all thrilled for you, Christie, and proud to celebrate this well-deserved achievement! Congratulations on receiving this distinguished honor! On October 1, 2024, the FPA DALLAS/FORT WORTH Board Chair awarded Christie with the 2024 FPA DFW Honors Award for her service to the financial planning industry for over 25 years. No compensation was paid to be considered, obtain, or use the award.
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