Lee received his Bachelor of Science degree from Baylor University. He is a licensed general securities representative, life and health insurance agent, and holds the Certified Trust and Financial Advisor (CTFA) designation. Lee initiated his career in the financial services industry with a retirement planning firm in Dallas, before joining Fidelity Investments. Prior to joining Smith Anglin at the beginning of 2008, Lee worked approximately 13 years in the wealth management field with several bank trust departments, most recently with Regions Bank of Little Rock, Arkansas, where he served as Senior Trust Officer.