Lee received his Bachelor of Science degree from Baylor University. He is a licensed general securities representative and life and health insurance agent. 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 for 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.
Lee has been awarded the Five Star Wealth Manager Best in Client Satisfaction rating by Crescendo Business Services, as published in Texas Monthly magazine, for seven consecutive years since 2009. Outside of the office, Lee enjoys playing golf and basketball, attending his daughter’s sporting events, and following Baylor athletics.
“Being a financial advisor requires more than just investing in the markets. We take a personal responsibility in helping our clients and their families plan and prepare for their various stages of life, both before and after retirement.”