Patte Lee earned a BBA with a concentration in insurance from Howard University, and an MBA from Georgia State University. In addition to the Certified Financial Planner designation, Ms. Lee has also earned the CDFA (Certified Divorce Financial Analyst) and RPA (Retired Plans Associate) designations.\r\n \r\nPatte was honored by D Magazine in December, 2008 and 2009 as one of Dallas Best Financial Planners.\r\n\r\nMs. Lee began her career in financial services approximately 18 years ago. She has worked for Fortune 100 companies such as Aetna, UNUM, Travelers, and MARSH USA in senior sales and advisory positions. In addition to extensive experience with employee benefits and pensions, she worked as an assistant pension actuary for over 4 years.\r\nRegistrations & Licenses \r\nNASD Series 7 Registration (General Securities Representative)\r\n NASD Series 63 (Uniform Securities Agent State Law Examination)\r\n NASD Series 65 Registration (Registered Investment Advisor Examination)\r\n Group I Insurance (Life, Health and Disability)\r\n Community Involvement\r\n \r\n Board member and development Co-chair for Our Friends Place \r\n Member, Dallas Estate Planning Council\r\n Member, CEO Netweavers\r\n Board member and membership chair for the Executive Womens Golf Association, Dallas chapter\r\n Host of weekly financial radio program for Reading and Radio Resource\r\n \r\n Patte Lee, CFP®, CDFA\r\n Patrisha (Patte) Lee is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, Inc., Member SIPC. Supervisory office: 10000 North Central Expressway, Suite 1200, Dallas, Texas 75231 (972) 348-6300.\r\n Instructor for Financial Literacry for Women SMU Continuing Education\r\n \r\n \r\n
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Authoritative analysis and perspective for executives leading the digital transformation of the insurance business.