When our CEO and Founder, Jimmy T Lee, first started his financial advising career he knew immediately he was “home”. Almost twenty-five years later, he has thrived by assembling JTL Wealth Partners, advisors with varying backgrounds and insights aligned with the needs of our clients for their success.
Soon after graduating from the University of Texas at Austin, Jimmy took over two of his parents’ businesses in Ft. Worth and Dallas. He enjoyed the daily interactions with customers and he realized it was the ability to positively impact people’s futures that was his passion. That led him to the profession of financial advising.
Not only does he enjoy the relationship and guidance he builds with his clients, Jimmy truly enjoys being a mentor to fellow advisors and, through them, he can ultimately cast a wider net for helping others.
Each team member truly enjoys contributing to our client’s lives and providing guidance through their financial journey. We truly seek to become your Wealth Partner.