From Protecting His Country to Protecting His Clients Assets, Financial Advisor David Lee Helps Retirees Find Financial Peace of Mind

Former Air Force Major and Fighter Pilot, David Lee approaches his financial planning business with military-type precision.

Bella Vista, AR – March 19, 2013 – David Lee, President of Beale, Lee and Associates, Inc, has been successfully helping his clients focus on a safe and confident retirement through proven investment strategies for a number of years.  The firm is dedicated to improving people’s lives by helping them find financial peace of mind through sound investments that are structured to last.  As an Investment Advisor Representative, Lee embraces his fiduciary responsibility to his clients and always places his clients’ best interests first and foremost.  A respected expert in his field, he has become one of the leading financial advisors in the country.  Utilizing his training as an Air Force fighter pilot, he enlists many of the tactical skills he obtained during his military service and applies them in his quest to protect the assets of his clients.  Based in Bella Vista, Arkansas, Lee’s financial services firm works primarily with clients in Northwest Arkansas, but also has clients in various states throughout the country.

Lee, a 1996 graduate of the United States Air Force Academy, earned his Bachelor of Science Degree in Computer Science and went on to serve his country in the US Air Force and Air National Guard for over eleven years.  During that time he was an F-16 fighter pilot and a T-38 instructor pilot, winning the Top Gun award multiple times.  Lee finds that many of the tactical skills he acquired as a fighter pilot are effective in the financial planning work he does today.

Lee has been a featured guest on a Sunday morning segment of Channel 5 News on numerous occasions, as well as being seen on channel 40 and 29 television news stations.  He also is featured on the Financial Safari network’s weekly radio show.  Additionally, he has spoken to many local service organizations as well as at the state-wide American Legion meeting.  Lee is a contributing author, along with Tom Hopkins, to the book, Victory, scheduled to be released this year.

Because of his contribution to his industry and his outstanding success, Lee is being featured as one of today’s leading financial advisors in Newsweek magazine.  Additional information about David Lee and Beale, Lee and Associates, Inc, can be found at

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