Meghan Lee

Meghan Lee provides financial planning and investment advisory services for individuals, families, and business clients. She began her career in retail leadership as a sales  associate and found the challenges of taking on a larger footprint and leadership roles rewarding. In 2015, she moved into the finance industry as a banker. Over the years, she has obtained various security licenses to specialize in financial and retirement planning. Meghan's approach to financial planning is centered around the client. She
works closely with them to understand their unique circumstances and objectives and then crafts personalized solutions that align with these.

“It is deeply satisfying working with others to identify where they are now and where they would like to be financially,” Meghan shares. “I enjoy creating a plan to help close the gap to make their goals possible.” This client-centric approach underscores her commitment to their financial well-being. In 2024, Meghan joined PFG Advisors, a move that further enriched her professional network. As a Financial Advisor, she works alongside Van Echols, CFP®, collaborating to design personalized financial plans, investment strategies, and retirement income plans for a diverse clientele. Meghan’s ability to listen and understand her clients' needs, coupled with her access to a wealth of experience and resources, positions her to effectively guide clients toward financial success.

Meghan looks for opportunities to give back and connect with the community. She volunteers to write dog bios for an animal shelter in Austin, Texas and enjoys dining at different restaurants, visiting new places, and trying new activities. She loves meeting new people and learning about their passions, skills, and what could make their lives better. Meghan, a native New Mexican, currently resides in Lubbock, Texas.