Lee leads the day-to-day operations of the group, focusing on the well-being of our clients with goals-based wealth management planning and investment management processes. Individual consultations allow Lee to assess clients’ financial and personal goals and construct a strategy designed to help fit their needs. Lee recognizes the importance of disciplined processes, making him a dependable resource for clients’ planning needs.
Lee brings over 15 years of industry experience to the group. He has been recognized by Forbes magazine and Shook Research as one of the top Next Generation Wealth Advisors in the country in 2018*, and he and George are the top two Next Generation Wealth Advisors in the state of Louisiana.
Lee is a graduate of Tulane University with a degree in mathematical economics. When he’s not spending his spare time with his wife, Angie, and their daughter, Sasha, he enjoys camping, swimming, golfing, and engaging with a variety of non-profit organizations and charities through board membership and volunteering.
* Data provided by SHOOKTM Research, LLC as of 3/31/2018.
SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 5,832 advisors considered, 1000 made the final list in 2018.
For more information see www.SHOOKresearch.com.
1Minimum account sizes are general since it can vary depending on a range of circumstances. 2Advisors are judged on individual contribution but total team assets are shown, which can include one or more additional advisors. 3Minimum account sizes are general since it can vary depending on a range of circumstances.