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David Lee
Wealth Advisor

David Lee joined HFG in October 2022 as Wealth Advisor and will be working with the preparation and presentation of wealth management services to our clients. His focus in working with his clients is to listen to their financial goals and retirement dreams and develop and execute plans in order to help them fulfill those dreams. David came to HFG after 6 years of building and running a branch office with Edward Jones. He is a Licensed Investment Advisor, and 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.

David is actively involved in many community organizations and events, including serving on several teams and committees with The Woodlands Area Chamber of Commerce and The Woodlands High School Band Parent Boosters, among others. David grew up in the New Orleans, LA, area and he is the proud parent of 2 sons and 2 daughters. He has been in The Woodlands since 2007, after spending 15 years in Virginia and Connecticut. In his spare time, David loves to spend time outdoors, playing golf and other sports, and then heading into the kitchen to cook – especially Cajun and Creole dishes.

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