Adrienne Anthony joined Lee Financial in 2022 and serves as a Financial Planner. She is responsible for building and implementing financial plans for clients in collaboration with Senior Financial Planners. Her experience has focused on cash flow planning, goal planning, education planning, retirement planning and legacy planning. She is passionate about helping clients go through major life transitions. Her client base ranges from young professionals to aging clients.
She also serves as a mentor to younger financial planners within Lee Financial. She is passionate about helping the next generation of planners and helping them succeed.
Adrienne graduated from Texas Tech University with a Bachelor of Science and a Master of Science in Personal Financial Planning. She is a Certified Financial Planner (CFP) and holds a Series 65 Investment Advisor License. Adrienne currently serves on the Financial Planning Association of Dallas/Fort Worth as the Treasurer. Adrienne has been a long-time, active member of the Financial Planning Association of Dallas/Fort Worth after initially joining the student version of the FPA while at Texas Tech University. She originally started as a committee member for NexGen and has since been on the Board of Directors in three different roles, NexGen Director, Membership Director and currently Treasurer. She is also a part of a small study group that has been super impactful to her throughout all stages of her career. She also served on the Texas Tech University alumni advisory board.
Adrienne grew up in a small town in the Texas Panhandle, Friona. She enjoys returning home to spend time with her family, especially her nieces and nephews and attending as many Texas Tech sporting events as possible. In her free time, Adrienne is an avid baker and loves to create new cheesecake recipes. She also enjoys reading, Pilates, collecting houseplants and planning her next travel destination.