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THE WOODLANDS, TX – HFG Wealth Management, LLC is pleased to announce David Lee as the newest member of its Wealth Management team.
David joined HFG in October 2022 as a Wealth Advisor and is key in the preparation and presentation of wealth management services to the firm’s 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 more than 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 fiancée Kym, a local small business owner, reside in The Woodlands and together have three sons and three 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.
Larry Harvey, Founder and CEO, said, “We are pleased to have someone of David's caliber join our growing team. His experience in wealth management services will benefit our existing clients and future clients. HFG Wealth Management has experienced significant growth over the past two years and will continue to add quality people to serve the growing needs of our clients. As we move into new markets and continue our expansion both internally and externally, that need will only increase.”