Lee Financial
Trey Waite, CFP®, is a financial planner with extensive experience in the financial services industry. Currently, Trey serves as a Financial Planner and previously held the position of Associate Financial Planner at Lee Financial since August 2019. Prior to that, Trey worked as an Associate Financial Planning Analyst at Sullivan Bruyette Speros & Blayney from January 2018 to August 2019 and completed a summer analyst role at RegentAtlantic in June 2017. Earlier experience includes firefighter positions with the Bureau of Land Management in 2015 and 2016, and a crew member role at Jimmy John's in 2014. Trey obtained a Bachelor of Science in Personal Financial Planning from Texas Tech University (2015-2017) after earning an Associate of Arts from Yavapai College (2014-2015) and studying at the College of Western Idaho (2012-2014) following graduation from Shoshone High School in 2014.
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.