Private Wealth Management

Sam Lees

Senior Vice President

Direct: (318) 934-6108

Philosophy & Approach

Sam brings more than 30 years of wealth management experience and a seasoned perspective to his client relationships. With his partner, Jeff Monsour, Sam provides guidance informed by a thorough analysis of each client’s situation. Speaking about his team, Sam says, “Our priority is to help clients grow and protect their wealth in the most tax-advantaged way.” 

Vicki Chrisman, a registered sales assistant for 11 years with almost 15 years of administrative experience, supports Sam and works to see that clients’ needs are met.

Experience & Education

Sam joined Stephens Private Client Group as a Senior Vice President in 2014. Since joining the firm, Sam has received the Stephens Leadership Circle award every year in recognition for his excellence in wealth management. Prior to Stephens, Sam spent his career assisting clients with wealth management planning and investment management at Howard, Weil, Labouisse, Friedrichs Inc. for two years before its merger with Legg Mason Wood Walker Inc., and its ultimate successor Morgan Stanley.

Sam graduated from Louisiana State University in Baton Rouge with a Bachelor of Science in General Business. He has also completed Stephens’ advanced wealth management program, Stephens University, at Wake Forest University.  

Personal

In his free time, Sam enjoys taking his motorhome out on adventures around the country as well as playing golf, participating in barbecue cook-offs, and watching LSU football. 


You may obtain information regarding the background of our Financial Consultants by viewing their bio and by searching for them on the Financial Industry Regulatory Authority’s Broker Check website: www.finra.org/brokercheck

(800) 643-9691 | Member NYSE, SIPC

© 2018 Stephens Inc. All rights reserved.