After graduating from the University of Alabama with a Bachelor’s Degree of Finance in 2014, Lee spent two years working for our broker/dealer, Kestra Investment Service, LLC in Austin, Texas. At Kestra, Lee worked in the Brokerage Accounts Services department and had the privilege to work with financial advisors and their offices from around the country, gaining valuable experience and the opportunity to learn the industry from the inside out. While at Kestra, Lee also was able to achieve his Series 7 - General Securities designation. After leaving Kestra in 2017, Lee was accepted into the Masters of Financial Planning and Counseling program at the University of Alabama. And In January of 2018, Lee began working with us here at Peters Financial. Lee achieved his Masters in Financial Planning and Counseling from the University of Alabama in May of 2019.
We are very pleased to have Lee with us here in Mobile, and are excited about the knowledge and experience he has contributed to our team.