Lee Meeks

Background

About Lee Meeks

I co-founded The Capital of Texas Group at Morgan Stanley, where I work with clients on three fundamentals of financial security; wealth accumulation, preservation and generational wealth transfer. With an integrated approach, I also collaborate with clients' accountants and attorneys to align all financial decisions around a single strategy. Our team practices "sophisticated simplicity" to help make wealth management easier for clients. I received my Bachelor of Business Administration degree from the University of Texas at Austin. Throughout my career which spans almost three decades, I have earned several financial licenses and designations, including the highly regarded CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation from the College of Financial Planning in Denver, Colorado as well as the Retirement Income Certified Professional® (RICP®) designation and the Certified Divorce Financial Analyst (CDFA®) designation. A native of Massachusetts and New Hampshire, I have resided in Austin since 1989. I am a sustaining member of Austin Junior Forum, an active member of the Financial Planning Association and am an avid animal lover who is involved in animal rescue. My husband of 35 years, Randy, and I have two adult children in which we are extremely proud. Our three dogs, Bentley, Paisley and Sophie round out the Meeks household. CA License #0D42265 NMLS # 1275612