Lee Financial Employee Directory

Lee Financial corporate office is located in 8350 N Central Expy Ste 1800, Dallas, Texas, 75206, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

Sales

C-Suite

Legal

Marketing

Key Employees of Lee Financial

CW
Christie Willi...
President
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
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Lee Financial Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Lee Financial

Hundreds of professionals searching for Lee Financial have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

CW
Christie Williams
Email Direct
President
United States , Texas , Dallas

DB
Danny Boyce
Email Direct
Co-Chief Investment Officer
United States , Texas , Dallas

JL
Justin Luddeke
Email Direct
Senior Financial Planner
United States , Texas , Dallas

MR
Marco Rodriguez
Email Direct
Co-Chief Investment Officer & Director, Research
United States , Texas , Dallas

JB
Jaime Boyles
Email Direct
Director, Financial Planning
United States , Texas , Dallas

DP
Dan Peters
Email Direct
Senior Portfolio Manager
United States , Texas , Dallas

BS
Benjamin Shae
Email Direct
Director, Operations & Client Service
United States , Texas , Dallas

JR
Jason Romph
Email Direct
Senior Portfolio Manager
United States , Texas , Dallas

JH
Jodi Hacker
Email Direct
Client Services Representative
United States , Texas , Dallas

JO
Jacob Odom
Email Direct
Senior Portfolio Manager
United States , Texas , Dallas

DJ
Doug Jones
Email Direct
Director, Portfolio Management
United States , Texas , Dallas

ER
Eduardo Rodriguez
Email Direct
Senior Financial Planner
United States , Texas , Dallas

MC
Margo Cragle
Email Direct
Executive Assistant
United States , Texas , Dallas

AL
Annette Lee
Email Direct
Office Administrator
United States , Texas , Dallas

LG
Lily Gallagher
Email Direct
Financial Associate & Planner
United States , Texas , Dallas

LW
Linda White
Email Direct
Accounting Assistant
United States , Texas , Dallas

SC
Shayla Cobb
Email Direct
Marketing Brand Strategist
United States , Texas , Dallas

AA
Adrienne Anthony
Email Direct
Senior Financial Planner & Manager
United States , Texas , Dallas

MK
Marissa Kalina
Email Direct
Financial Associate & Planner
United States , Texas , Dallas

ES
Emily Smeltz
Email Direct
Financial Associate & Planner
United States , Texas , Dallas

RC
Ryan Coxe
Email Direct
Associate Portfolio Manager & Trader
United States , Texas , Dallas

NG
Nic Gibson
Email Direct
Senior Financial Planner & Partner
United States , Texas , Dallas

PS
Patricia Stoll
Email Direct
Chief Compliance Officer
United States , Texas , Dallas

SH
Sarah Henze
Email Direct
Senior Portfolio Manager
United States , Texas , Dallas

BB
Barbara Burris
Email Direct
Accountant
United States , Texas , Dallas

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Former Employees at Lee Financial

Explore people who held key positions, contributed to Lee Financial's success, and advanced their careers.

Leigh Anne Mann

Investor Relations at Trinity Industries

Worked as Business Investment Analyst

at Lee Financial (2015-2018)

Direct

Tanner Castle

Wealth Advisor at BentOak Capital

Worked as Financial Planner

at Lee Financial (2017-2023)

Direct

Justin Nnabuife

Financial Advisor at Vanguard

Worked as Financial Planning Intern

at Lee Financial (2018-2018)

Direct

Mask Content

Financial Westex Inves... at Raymond James

Worked as Finanical Planning Intern

at Lee Financial (2020-2020)

Direct

Explore More

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Frequently Asked Questions Regarding Lee Financial Employees

How many employees does Lee Financial have?

Lee Financial has 11-50 employees

Who are Lee Financial key employees?

Some of Lee Financial key employees are Christie Williams

Where is Lee Financial located?

Lee Financial’s headquarters are located at 8350 N Central Expy Ste 1800, Dallas, Texas, 75206, United States

How do I contact Lee Financial?

Lee Financial Contact Info: Phone number: (972) 960-1001 Website: www.leefin.com

What does Lee Financial do?

Lee Financial has been providing fee-only financial advice since 1975, focusing on helping families and businesses achieve their financial goals. As an independent firm, they prioritize their clients' best interests without accepting commissions, offering tailored solutions through a service-driven approach. Their WholeVision approach involves ongo... Read More

Is Lee Financial a public company?

Lee Financial is private company therefore does not currently have an official ticker symbol

See more information about Lee Financial Employees