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Shirley Ogden

Director of Investments

Lee Financial

United States, Texas, Plano

About Me

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

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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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