David M. Lee, MBA

Wealth Advisor

Greater Houston

About

Experience

  • Wealth Management Advisor at Impact! Partners Financial
    Nov 2025 - Present · 8 mos

  • Financial Advisor at The Fitzpatrick Group
    Apr 2025 - Nov 2025 · 8 mos

  • Financial Advisor at Dream Builders Financial Partners
    May 2023 - Apr 2025 · 2 yrs

  • Wealth Advisor at HFG Wealth Management
    Oct 2022 - Apr 2023 · 7 mos

  • Financial Advisor at Edward Jones
    Nov 2016 - Oct 2022 · 6 yrs