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Lee Financial Employee Directory

Financial ServicesTexas, United States51-200 Employees

Lee Financial is an independent wealth management firm based in Dallas, Texas, that provides financial advisory services to high-net-worth individuals and families across the United States. Its offerings include financial planning, portfolio management, and human capital development. Founded in 1975, the firm supports clients' financial aims across personal, family, and business contexts.

It sits within the financial services industry, focusing on advisory services that align with clients' personal, family, and business wealth needs. Headquartered in Dallas, the firm operates with a mid-sized team to serve clients nationwide.

Find Lee Financial employees' phone numbers or email addresses

Lee Financial Global Highlights

Location
Employees

North America
100

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  • United States Of America
    98
  • Canada
    2

Asia
1

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  • Singapore
    1

Lee Financial's Leadership

  • Chief Executive Officer at Lee Financial
    C. L.
    Chief Executive Officer
    Mobile Phone
  • Chief Information Officer at Lee Financial
    P. W.
    Chief Information Officer
    Mobile Phone
  • President at Lee Financial
    C. W. C.
    President
    Mobile Phone
  • Interim President at Lee Financial
    S. S.
    Interim President
    Mobile Phone
  • Owner at Lee Financial
    P. L.
    Owner
    Mobile Phone
  • Owner at Lee Financial
    J. L.
    Owner
    Mobile Phone
  • Partner at Lee Financial
    T. L.
    Partner
    Mobile Phone
  • Director Of Operations And Client Service at Lee Financial
    B. S. S.
    Director Of Operations And Client Service
    Mobile Phone

Lee Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Accounting
  • Community & Social Services
  • Other

Contact profiles from Lee Financial

Name
Title
Contact
Location
Last Update
  • Office Administrator at Lee Financial
    S. B.
    Office Administrator
    Mobile Phone
    Oct 23, 2024
  • Financial Planner at Lee Financial
    T. W.
    Financial Planner
    Mobile Phone
    Aug 01, 2025

Frequently Asked Questions

What is Lee Financial known for?

Minus sign iconPlus sign iconLee Financial was founded in 1975 and operates in the Financial Services industry. You can contact Lee Financial's main corporate office by phone at
+1-972-960-****
. Explore Lee Financial's company overview page for more information.

What is Lee Financial's most common email format?

Minus sign iconPlus sign iconLee Financial employees' email format typically follows the pattern of FLast@leefin.com. Trying to find reliable and up-to-date employee contact data? Find more Lee Financial email formats with LeadIQ.

How many employees does Lee Financial have currently?

Minus sign iconPlus sign iconLee Financial has approximately 68 employees as of August 2026. These team members are located across 2 continents, including North America and Asia.

Who are Lee Financial's key employees and leadership?

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As of August 2026, Lee Financial's key employees include:

  • Chief Executive Officer: C. L.
  • Chief Information Officer: P. W.
  • President: C. W. C.
  • Interim President: S. S.
  • Owner: P. L.

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