What departments does Lee Financial have?

Lee Financial has employees across 8 departments including Information Technology, Entrepreneurship, Operations, Finance, Analytics.

What is the largest department at Lee Financial?

The largest department at Lee Financial is Finance with 6 employees.

Where are Lee Financial employees located globally?

Lee Financial has employees across 2 continents and 3 countries including Singapore, United States Of America, Canada.

How has Lee Financial's team size changed over time?

Lee Financial's team has decreased from approximately 44 to 22 employees based on available data.

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.

Lee Financial Global Highlights

North America
100

United States Of America
98
Canada
2

Asia
1

Singapore
1

Lee Financial's Leadership

P. W.
Chief Information Officer
Mobile Phone
Email
C. W. C.
President
Mobile Phone
Email
S. S.
Interim President
Mobile Phone
Email
P. L.
Owner
Mobile Phone
Email
B. S. S.
Director Of Operations And Client Service
Mobile Phone
Email
J. B.
Director Of Financial Planning
Mobile Phone
Email
S. O.
Director Of Investments
Mobile Phone
Email
W. C.
Director Of Planning
Mobile Phone
Email

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 Info

Location

Last Update

K. M.
Principal
Mobile Phone
Email
Oct 21, 2024
S. W.
Principal
Mobile Phone
Email
Oct 23, 2024
E. S.
Associate Financial Planner
Mobile Phone
Email
Jun 25, 2026
E. L.
Analyst
Mobile Phone
Email
Oct 17, 2024
J. W.
Associate Financial Advisor
Mobile Phone
Email
May 01, 2024
K. P.
Operations Team Member
Mobile Phone
Email
Oct 21, 2024
L. R.
Consultant
Mobile Phone
Email
Oct 18, 2024
S. B.
Office Administrator
Mobile Phone
Email
Oct 23, 2024
T. W.
Financial Planner
Mobile Phone
Email
Aug 01, 2025
J. L.
Mobile Phone
Email
CanadaNew Brunswick
Sep 08, 2022

Frequently Asked Questions

What is Lee Financial known for?

Lee Financial was founded in 1975 operates in the Financial Services industry; you can contact the 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?

Lee Financial employees' email format typically follows the pattern of . 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?

Lee Financial has approximately 68 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Lee Financial's key employees and leadership?

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

Chief Information Officer: P. W.
President: C. W. C.
Interim President: S. S.
Owner: P. L.
Director Of Operations And Client Service: B. S. S.

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Lee Financial Employee Directory

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