Trey Waite - Email & Phone Number

Financial Planner at Lee Financial Corporation

Trey Waite is based out of Dallas-Fort Worth Metroplex and works at Lee Financial Corporation as Financial Planner.

Trey Waite's Contact Information

Trey Waite's Work email

t*****@leefi***.com

Valid

Latest update

October 30, 2025

Location

Dallas-Fort Worth Metroplex

Trey'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 Trey Waite

What company is Trey Waite working for?

Trey Waite works for Lee Financial Corporation.

What is Trey Waite's function at Lee Financial Corporation?

Trey Waite is Financial Planner at Lee Financial Corporation.

Where is Trey Waite based?

Trey Waite is based out of Dallas-Fort Worth Metroplex.

What is Trey Waite's work email address?

Trey Waite's professional email address is t*****@leefi***.com

Who are Trey Waite's co-workers?

Trey Waite'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, Patricia Stoll, Michele Bergeron, Jacob Odom, Sarah Henze, Jaryn Quick, Carol Birdsong, Nic Gibson, Danny Boyce, Tanner Castle.

Trey'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

Patricia Stoll

Chief Compliance Officer

Michele Bergeron

Human Capital Strategist

Jacob Odom

Portfolio Manager

Sarah Henze

Senior Portfolio Manager

Senior Portfolio Manager

Tanner Castle

Financial Planner

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