Shirley Ogden joined Lee Financial in 1994. She is a member of Investment Team with the primary responsibility of reviewing and evaluating investments across a wide range of investment categories. Shirley has collaborated with clients to provide in depth analysis of the benefits and risks inherent in the strategies and monitored and reported on the progress of the investments. She has served on advisory boards for private companies, worked with the management teams, and has been on the board of a public energy company. Prior to joining Lee Financial she began her career in public accounting and participated in all aspects of audit and tax and working with clients on tax planning and advis


Shirley Ogden
Director of Investments
Lee Financial
United States, Texas, Plano
About Me
Profile Information
Director of Investments
Lee Financial
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Plano
Texas
United States
May 11, 2025
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