Broker Check
Lee Wilson

Lee Wilson


As President of My Financial Gal, I am motivated by helping people understand how their retirement works, providing them with plans to retire comfortably and becoming close, personal friends with each and every one of my clients. Even though I specialize in Federal Employees I work with people from all walks of life. I enjoy teaching individuals and families how to save for their post-professional lives. After working in the nonprofit industry for quite some time, I decided that I wanted to do something that actually helped people rather than simply put a bandage on their problems. It led me to a career in the financial services industry, and I have happily shown people how their money can work for them for over 18 years.

As a financial professional, I write products that are hand-picked to suit my clients’ specific, individual needs. These products may come in the form of mutual funds, an annuity, or even something more aggressive or conservative depending on how the client feels about the market. I strive to be completely honest with my clients, and I refuse to sugarcoat what is happening with their investments because I believe it only does them a disservice. I have obtained both the Series 6 and Series 63 securities licenses as well as a license for life insurance. I am always there to listen to my clients whenever questions or concerns arise about their financial picture and assure them that we only operate with their very best interests in mind.

I currently reside in Reno, Nevada with my husband, Jeff, whom I’ve been married to for over 41 years. Together, we have four children and 11 grandchildren. When I am not happily serving my clients, I enjoy riding my motorcycle, golfing, kayaking, softball, and making every day count. I strive to plan like I will live forever, but I spend time like there may not be a tomorrow.