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hfg star personal investing
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David Lee
Wealth Advisor

David joined HFG in October 2022 as a Wealth Advisor and is key in the preparation and presentation of wealth management services to our clients. His main focus is assisting clients in reaching their financial goals and to fulfill their retirement dreams.

David is a licensed Investment Advisor Representative with over 6 years experience in wealth management.  He also holds the Accredited Asset Management Specialist (AAMS®) designation from the College for Financial Planning. David earned a BA in Economics and Management from Southeastern Louisiana University and an MBA with a concentration in Finance from the University of Houston.

He is actively involved in many community organizations serving on several teams and committees with The Woodlands Area Chamber of Commerce and The Woodlands High School Band Parent Booster Club. David grew up in the New Orleans, LA, area and relocated to The Woodlands in 2007. He and his fiancé Kym, a local small business owner, reside in The Woodlands and together have 3 sons and 3 daughters. In his spare time, David loves to spend time outdoors, playing golf and other sports, and then head into the kitchen to cook – especially Cajun and Creole dishes.

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