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Lee Gunter, Financial Advisor

FINANCIAL ADVISOR
Lee Gunter

CEPA®, AAMS™, CRPC™
3705 Maplewood Avenue, Wichita Falls, TX 76308opens in a new window
Client by Referral
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

About Lee

After earning a degree from Texas A&M University, I spent my early career in technology and business consulting before becoming a financial advisor. My personal and professional experiences – which include growing up in Europe, working for a major tech company as well as a startup software company – have been a strong influence on the way I serve clients.

My team has the privilege of serving clients across the state and nation, and as part of our continued growth, relocated the office to Wichita Falls, TX, in 2020. I became a partner in the firm in 2023.

Our team takes a...

Work History

  • Edward JonesMay 2016 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Texas A&M UniversityBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Traveling
  • Running
  • Cycling

Team Members

  • Karen Beaman
    Sr. Branch Office Administrator
  • Cami Parsons
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(940) 692-2942

Fax

(877) 222-8360

Office Address

3705 Maplewood Avenue
Wichita Falls, TX 76308opens in a new window

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