Lee Coffman

Lee Coffman, CFPĀ®, CPA

Private Wealth Advisor
Houston, TX
ī … lee.coffman@bluetrust.com
ī”” (713) 324-8196
ī£¼ Follow on LinkedIn

Lee Coffman is a private wealth advisor for the Private Wealth division of Blue Trust and serves clients out of the office in Houston, Texas.

As a CERTIFIED FINANCIAL PLANNERĀ® professional and an experienced wealth advisor to individuals, families, and businesses, Lee uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Lee and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clientsā€™ needs.

Prior to joining Blue Trust in 2019, Lee was a manager with Ernst & Young LLP where he assisted clients with various aspects of tax planning and reporting.

Lee graduated from Texas A&M University in 2008 with a BS in accounting and MS in finance. He is a Certified Public Accountant (CPA).

Active in his community, Lee is a member of his local church serving in various volunteer roles, including serving as a counselor in the financial stewardship ministry. He also enjoys golfing, hiking, skiing, visiting national parks, and any other activities that allow the opportunity to appreciate nature and being outdoors.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on Godā€™s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure weā€™ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

From Tithes to 1099s: Tax Terms to Know

Wisdom For Wealth. For Life.Ā® Newsletter Winter 2025

The Price of Protectionism

From Tithes to 1099s: Tax Terms to Know

Wisdom For Wealth. For Life.Ā® Newsletter Winter 2025

The Price of Protectionism

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFPĀ® and CERTIFIED FINANCIAL PLANNERĀ® in the U.S.
*The clientā€™s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 12/31/24 and subject to change.
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