Calvin E. Lee, Jr.

Calvin E. Lee, Jr.

Wealth Advisor

Calvin joined Intrua Financial as a Wealth Advisor in February 2016, as an established wealth planning professional with over 25 years of experience. He brings energy and passion to help clients dream bigger than they think possible.

Calvin started his Financial Services career in 1995 with SunAmerica Securities in Austin, TX. On September 1, 2001, he moved his practice to LPL Financial, 10 days prior to 9-11. He enjoys helping clients plan for retirement, focusing on investment management, and creating a strategy and plan to make the transition toward retirement become as smooth as possible. He finds comprehensive financial solutions for all his clients, including guidance through complex business and real estate transactions. It’s all about relationships with clients—take care of them and everything else has a way of working itself out.

Calvin graduated from Texas A&M University with a BBA. LPL Financial holds his Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), and 24 (General Securities Principal).

Calvin resides in Austin, TX with his wife of 30+ years, Donna. They have a daughter, Callie who graduated from Texas A&M in 2019 with a Master's degree in Accounting. She is a CPA in Audit with PwC and lives in Dallas. Calvin enjoys spending Saturdays each Fall in College Station watching Aggie football as a long-time football season ticket holder.  Calvin serves on the board of Children at Heart Ministries. He and Donna are very involved with First Baptist Church in Round Rock. They enjoy traveling to Disney and Destin…he also plays a little golf and enjoys listening to his 50’s & 60’s oldies music.