Paraplanner - Lake Jackson Office
Dallas Lee was born and raised in beautiful Mapleton, Utah but moved to Katy, Texas in 2019 with her husband and two children. Though the entire family misses the mountains, beauty, and four seasons of Utah, the family now enjoys a variety of new activities available to them in the Lone Star State.
Dallas joined Global Wealth Advisors in 2021 as part of their period of rapid growth and nationwide expansion. She brings with her over 20 years of experiential customer service and managerial experience, and services the clients as a paraplanner in the Lake Jackson, Texas office. In her role, she processes new clients and their paperwork, services their inquiries, and completes asset transfers. She also answers administrative account questions, and provides ongoing support for Global Wealth Advisors’ Managing Partner Dean Elliott.
As an enthusiastic professional who has over 20 years of experience in building long-lasting relationships and elevated experiences for clients, Dallas is excited to learn new skills in the financial services industry and to develop in her role with Global Wealth Advisors. When not in the office you can find her at the gym, one of her kids’ many sporting events, reading, running, or on the golf course.
Our Lake Jackson office is located at: