Managing Partner
Current
Lmg Wealth Partners
Mar 2022 - Present
AeroLeads people directory · profile
Sam Lees Email & Phone Number
Managing Partner
at
LMG Wealth Partners
1 work email found
@mssb.com
3 phones found area 318 and 501
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
LMG Wealth Partners
Role
Managing Partner
Location
Shreveport, Louisiana, United States
Who is Sam Lees? Overview
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Quick answer
Sam Lees is listed as Managing Partner at LMG Wealth Partners, based in Shreveport, Louisiana, United States. AeroLeads shows a work email signal at mssb.com, phone signal with area code 318, 501, and a matched LinkedIn profile for Sam Lees.
Sam Lees previously worked as Senior Vice President, Financial Advisor at Stephens Inc. and Senior Vice President at Morgan Stanley Wealth Management. Sam Lees holds B.A., Business from Louisiana State University.
Company email context
Email format at LMG Wealth Partners
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{first}.{last}@mssb.com
86% confidence
AeroLeads found 1 current-domain work email signal for Sam Lees. Compare company email patterns before reaching out.
Profile bio
About Sam Lees
Philosophy & ApproachSam 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 & EducationSam 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. PersonalIn 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.
Listed skills include Portfolio Management, Securities, Investments, Retirement, and 3 others.
Current workplace
Sam Lees's current company
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Lmg Wealth Partners
3 roles
Sam Lees work experience
A career timeline built from the work history available for this profile.
Senior Vice President, Financial Advisor
Philosophy & ApproachSam 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.
Feb 2014 - Mar 2022
Senior Vice President
Mar 1986 - Feb 2014
1 education record
Sam Lees education
-
Louisiana State University
FAQ
Frequently asked questions about Sam Lees
Quick answers generated from the profile data available on this page.
What company does Sam Lees work for?
Sam Lees works for LMG Wealth Partners.
What is Sam Lees's role at LMG Wealth Partners?
Sam Lees is listed as Managing Partner at LMG Wealth Partners.
What is Sam Lees's email address?
AeroLeads has found 1 work email signal at @mssb.com for Sam Lees at LMG Wealth Partners.
What is Sam Lees's phone number?
AeroLeads has found 3 phone signal(s) with area code 318, 501 for Sam Lees at LMG Wealth Partners.
Where is Sam Lees based?
Sam Lees is based in Shreveport, Louisiana, United States while working with LMG Wealth Partners.
What companies has Sam Lees worked for?
Sam Lees has worked for Lmg Wealth Partners, Stephens Inc., and Morgan Stanley Wealth Management.
How can I contact Sam Lees?
You can use AeroLeads to view verified contact signals for Sam Lees at LMG Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Sam Lees attend?
Sam Lees holds B.A., Business from Louisiana State University.
What skills is Sam Lees known for?
Sam Lees is listed with skills including Portfolio Management, Securities, Investments, Retirement, Asset Allocation, Series 7, and Wealth Management.
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