Lee Richardson – Vice President – Wealth Management, Financial Planning Specialist
Brenda Richardson – Financial Advisor, Financial Planning Associate, Guided Portfolio Manager
Lee has been providing financial services to individuals for over 39 years. His experience includes 22 years in the banking industry before joining Smith Barney in 1992. Brenda began her career in the securities industry in 1972 in Oklahoma City. She joined Shearson Lehman Brothers, a predecessor corporation of Morgan Stanley Smith Barney, in 1987. Their investment process addresses wealth preservation strategies, planning for creation of wealth to help achieve their client’s goals, and planning to assist their clients with cash management during their retirement years. Lee and Brenda provide a comprehensive planning process to a diverse base of clients.
Lee was born in Odessa, Texas and graduated from the University of North Texas. Brenda is originally from Oklahoma. They have three grown children and two grandchildren. In their spare time they enjoy watching sporting events, gardening, and many outdoor activities including hiking, kayaking, and snow skiing. Lee and Brenda moved to Hot Springs, Arkansas in 2004 to open a Bank Investment Center at Summit Bank.
They own a home on Lake Hamilton that they share with their two dogs.
