David M. Lee
Reducing the impact of Taxes, Fees, and Volatility on your retirement portfolio so you have more spendable dollars in your pocket
- Role
- Financial Advisor at The Fitzpatrick Group
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About David M. Lee
We are a full-service financial firm doing things drastically different than the rest of the industry. We believe in disrupting the traditional way of thinking by teaching people how to eliminate unnecessary taxes, fees, and market volatility! Take control of your financial life, learn the rules of the game, and become truly efficient with your money. You can retire in a 0% Tax Bracket!
Experience
Financial Advisor
Apr 2025 — Present · Houston, TX, US
Education
Southeastern Louisiana University
BA
Archbishop Rummel High School
High School
University of Houston, C.T. Bauer College of Business
MBA
Skills
- Market Research
- Editing
- Account Management
- Marketing Research
- Marketing
- Copy Editing
- Public Relations
- Media Relations
- Business Development
- Digital Marketing
- Online Marketing
- Customer Service
- SEO
- Integrated Marketing
- Advertising
- Digital Media
- Newsletters
- Online Advertising
- Event Planning
- Promotional
- Corporate Communications
- Strategic Communications
- Public Speaking
- Marketing Communications
- Teaching
- Direct Mail
- Fundraising
- Marketing Strategy
- B2b
- Direct Marketing
- Event Management
- Recruiting
- Project Management
- Social Media
- Copywriting
- Strategic Planning
- Media Planning
- Social Networking
- Social Media Marketing
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