My Profile | Network In Action
  • Basic Information

  • Company
    Raymond James
  • Phone
  • Email
  • What is your "why"? Why do you do what you do?
    Without question, my "why" is providing my 3 kids (Avery, Tate, & Hannah) the type of childhood and life they can look back on with great memories. I want to be there for their plays, games, recitals, etc. I want to leave a legacy by educating the people around us and building relationships in the community for us all to be proud of.
  • About me
    Among other things, I am a husband, a father of 3, a 10 + year resident in the Austin area, and an Aggie. I'm eager to learn people's stories and to find ways to get better myself and that is what has served me well in my career as a financial planner.
  • Profession
    Financial Advising & Planning
  • Title
    Financial Advisor
  • Hobbies and interest
    I'm an involved sports dad these days (softball and t-ball) as well as a golfer when I can get out. I enjoy hiking in the area as well and really taking in some of the great outdoor spots and coffee shops here in the area where I seem to do most of my work. I enjoy a great book or finding a new documentary as well as a way to find some peace.
  • Website
  • Contact Information

  • City / Town
  • Describe your perfect referral
    My perfect referral is to individuals, families, and businesses looking for ways to get a tighter and clearer understanding of where they're going not just from a financial standpoint, but with regard to their goals and concerns in general. I've had the most success in working with people who truly value a partnership and relationship who have both the means and the desire to work towards their future.
  • State
  • Zip
  • Country
    United States
  • Special offers to the group
    Free consultation and periodic classes/webinars/educational opportunities. Happy to co-sponsor and host events with other professionals
  • Google Business Review URL
    Terry Lee
  • Facebook Business Page URL
    Terry Lee
  • LinkedIn Profile
  • Education

  • College / University
    Texas A&M
  • Graduation Year
  • Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
    How are you currently saving towards your retirement?
    What types of investments do you currently have in place?
    When was the last time you reviewed your long term financial plan?
  • Describe How You Would Like To Be Introduced Via Email
    I would like to be introduced as a resource of information on all things related to financial planning and not just somebody who focuses on investments. Financial planning touches on so many areas outside of simply investments, and I like for people to know that they can improve their own situation considerably before even touching on specific investments.