Lee Financial
Alex Nickerson, CFP®, is a financial planner with extensive experience in the financial services industry. Currently serving at Lee Financial since January 2021, Alex has held positions such as Financial Planner and Associate Financial Planner. Prior to this role, Alex worked at Cypress Point Wealth Management from October 2015 to December 2020, contributing as a Financial Planning Analyst and Operations Associate. Earlier experience includes management positions at Levy Restaurants and Pappas Restaurants, Inc. Alex holds a Bachelor of Science degree from Penn State University and has furthered education with a Financial Planning Extended Learning Certificate from Texas A&M University, along with completing studies at the College for Financial Planning.
Lee Financial
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. Founded in 1975, Lee Financial is an advisor and trusted resource for personal, family and business needs. For more information, please visit us at www.leefin.com or call us at (800) 960-1703. Note: Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Lee Financial Corporation), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Lee Financial Corporation is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. Please remember that it remains your responsibility to advise Lee Financial Corporation, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the terms of the engagement.