David M. Lee | CFP®, Sr. Wealth Advisor
David M. Lee
The Avidian Freedom Plan
After 30 years in his practice, David Lee has joined Avidian Wealth Solutions as a Senior Wealth Advisor. He brings many years of experience in providing generational planning for families as they transition through various life stages. Being particularly committed to supporting spouses that have been widowed, he has developed an appreciation for the relationships developed in serving families through this challenging time.
David established his tax, accounting and financial planning practice in 1990, focusing on individuals and small businesses including many in medical specialties. From 1984, before establishing his firm, Mr. Lee was an officer with a personal financial planning firm. Previous to that, he spent four years with Occidental Petroleum Corporation responsible for federal income tax compliance for the Chemical Division. David was also involved with corporate tax planning, forecasting, and year-end audits.
A graduate of the University of Houston, Mr. Lee received his master’s degree in Accounting in 1978 and a Bachelor of Business Administration degree in Accounting in 1976.
Mr. Lee has been a Board Member of the Planned Giving Council of Houston and Gracewood, a non-profit ministry to single mothers and their children. He is active in his church and currently serves in various leadership capacities. David is married with 3 children and 5 grandchildren.
We look forward
Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the Avidian Wealth Solutions team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!