Family Office
Lee Financial Corporation
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.
Headquarters
Dallas, TX, USA
Website
www.leefin.comDecision-makers
Dusty Wallace
Director of Financial Planning, Chief Compliance Officer
Dana Pingenot
President
Richard Lee
CEO & Founder
Doug Jones
Director of Portfolio Management
Jaime Boyles
Senior Financial Planner
Blake Decker
CFO
Doug, Jones
Director of Portfolio Management
Shirley, Ogden
Director of Investments
Dusty, Wallace
Director of Financial Planning, Chief Compliance Officer
Blake, Decker
CFO
Richard, Lee
CEO & Founder
Shirley Ogden
Director of Investments
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