Adrienne Anthony joined Lee Financial in 2022 and serves as a Financial Planner. Prior to joining Lee Financial, Adrienne spent almost 10 years at another Dallas wealth management firm. She is responsible for building and implementing financial plans for clients in collaboration with Senior Financial Planners. Her experience has focused on cash flow planning, goal planning, education planning, retirement planning and legacy planning.
Adrienne graduated from Texas Tech University with a Bachelor of Science and a Master of Science in Personal Financial Planning. She is a Certified Financial Planner™ (CFP) and holds a Series 65 Investment Advisor License. Adrienne currently serves on the Financial Planning Association of Dallas/Fort Worth as the Treasurer.