Patricia Stoll - Email & Phone Number

Chief Compliance Officer at Lee Financial Corporation

Patricia Stoll is based out of Dallas-Fort Worth Metroplex and works at Lee Financial Corporation as Chief Compliance Officer.

Patricia Stoll's Contact Information

Patricia Stoll's Work email

p*****@leefi***.com

Valid

Latest update

October 24, 2025

Location

Dallas-Fort Worth Metroplex

Patricia's current employer

Lee Financial Corporation

Description

Founded in 1975, Lee Financial is an independent Dallas-based wealth management firm providing tailored, fee-only advisory services to hi...

Website

leefin.com

HQ Location

Dallas, Texas, United States

Number of employees

11-50

Industry

Financial Services

Latest update

May 1, 2024

Read about Lee Financial Corporation

Frequent questions about Patricia Stoll

What company is Patricia Stoll working for?

Patricia Stoll works for Lee Financial Corporation.

What is Patricia Stoll's function at Lee Financial Corporation?

Patricia Stoll is Chief Compliance Officer at Lee Financial Corporation.

Where is Patricia Stoll based?

Patricia Stoll is based out of Dallas-Fort Worth Metroplex.

What is Patricia Stoll's work email address?

Patricia Stoll's professional email address is p*****@leefi***.com

Who are Patricia Stoll's co-workers?

Patricia Stoll's colleagues are Richard Lee, Christie Williams, Craig Caudle, Marco Rodriguez, Jaime Boyles, Ben Shae, Jan Apthorp, Mark Whidby, Doug Jones, William Luckey, Alex Nickerson, Sharon Wilson, Justin Luddeke, Corbin Caudle, Dan Peters, Jason Romph, Rick Drew, Michele Bergeron, Jacob Odom, Sarah Henze, Jaryn Quick, Carol Birdsong, Nic Gibson, Danny Boyce, Trey Waite, Tanner Castle.

Patricia's co-workers

Director of Client Development

Marco Rodriguez

Director of Research

Jaime Boyles

Director Of Financial Planning

Ben Shae

Director of Operations and Client Service

Jan Apthorp

Human Resources Manager

Mark Whidby

Doug Jones

Investment Strategist

William Luckey

Chief Financial Officer

Alex Nickerson

Associate Financial Planner

Sharon Wilson

Administrator/Bookkeeper

Justin Luddeke

Senior Financial Planner

Corbin Caudle

Family & Human Capital Analyst

Dan Peters

Senior Portfolio Manager

Jason Romph

Trader/ Associate Analyst

Rick Drew

Family Capital Senior Analyst

Michele Bergeron

Human Capital Strategist

Jacob Odom

Portfolio Manager

Sarah Henze

Senior Portfolio Manager

Senior Portfolio Manager

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