MEET LEE WYNN
Owner & Wealth Advisor
Lee Wynn and his staff are dedicated towards providing exceptional service to retirees, those about to retire, and others who want to build their wealth and protect their assets. Specializing in retirement planning, estate planning and tax strategies, Lee helps his clients by recommending appropriate products, supported by timely, accurate information and friendly, responsive service.
Lee began his formal education with Old Dominion University in Virginia and completed his degree in Business Administration and Computer Systems Management in Texas, graduating from Dallas Baptist University; he is currently working towards completion of his Master’s degree, as well Lee is currently working towards completion of his certification as a CFP® (Certified Financial Planner) designation.
Prior to entering the investment and financial planning arena, Lee worked as a financial business systems consultant and software engineer for several major companies such as Coca Cola, Ericsson, Southwestern Bell Telecom, Transamerica, Trammel Crow, Hunt Oil, Lincoln Property and a number of other major businesses located within Dallas/Fort Worth.
Lee has been in the financial services industry for more than 25 years and held a FINRA (Financial Industry Regulatory Authority) Series 6 license for mutual funds, variable products, and unit investment trusts, as well as the NYSE (New York Stock Exchange) Series 7 license for stocks, bonds, limited partnerships and private placements. Additional licenses included, the Series 63 State Blue-Sky Laws, and the Series 24 (General Securities Principal) and Series 26 (Investment Company and Variable Contracts Principal) and finally the Series 66 (Registered Investment Advisor) licenses. He retired from the stock brokerage industry in 2021 after more than 25 years as a Registered Principal and Stockbroker. In addition, two licenses for insurance related products and services.
Lee was licensed in Texas as a Mortgage Broker and Loan Officer in addition he’s a Texas State Court Appointed Mediator. Lee has appeared on PBS’s “On The Record” televised talk show hosted by Sam Baker as a financial expert as well as a guest expert on KHVN’s Heaven 97’s Community Forum hosted by Robert Ashley. Lee appeared for several years on the local ABC WFAA Channel 8’s “Metro” hosted by news-anchor John McCaa and associate-producer Angelique Tege’, as well ABC affiliate’s WFAA Channel 8 news hour. In addition, he’s been featured in the industry trade journal “Investment News” magazine. Lee has also spoken before the Dallas chapter of Boule’.
Currently, Lee offers advice through his firm Lee Wynn Financial, Lee is also a former Wachovia Securities Financial Network, Advisor Group and Securities America (subsidiary of American Express) branch manager as well having managed other branch offices. Our firm is also affiliated with some of the most well respected trust and banking organizations in the industry.
Lee has lived in Texas for more than 40 years. He and his wife both attend Trinity Christian Church in Cedar Hill as well in demand as a speaker giving seminars on personal financial strategies, retirement and estate planning, and guidelines for successful life-goal strategies nationally.