Lee Financial
Danny Boyce began their work experience in 1993 at Academy Capital Management, where they served as a Portfolio Manager and Equity Research Analyst. In this role, they managed client relationships and portfolios of individual stocks and bonds for high net worth families. Danny also provided equity research and recommendations to the investment committee for implementation into client portfolios. Danny worked at Academy Capital Management until 1999. In 2000, Boyce joined Lee Financial as a Senior Portfolio Manager. Danny held this position until March 2023. Later, in October 2022, they became the Director of Investments at Lee Financial.
Danny Boyce has a strong educational background in finance and accounting. Danny obtained their BBA in Finance and Accounting from the University of Texas at Tyler, which they attended from 1990 to 1991. Following this, Danny pursued an MBA in Finance from Baylor University - Hankamer School of Business in 1992. Additionally, there is no information regarding any obtained certifications such as the CERTIFIED FINANCIAL PLANNER™ (CFP®) or the Chartered Financial Analyst (CFA).
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.