Erin Melissa Finley Lee

Employer firm

Bok Financial Private Wealth, Inc. CRD 106733

$3.72B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 08/2018
  Frost Brokerage Services Inc
  Fort Worth, TX
• 11/2013 → 08/2018
  Frost Bank
  Fort Worth, TX
• 06/2017 → 08/2018
  Frost Investment Services
  Fort Worth, TX
• 08/2018 → 04/2025
  Bank Of Texas
  Fort Worth, TX
• 04/2025 → Present
  Bok Financial Securities, Inc.
  Fort Worth, TX
• 04/2025 → Present
  Bokf, Na
  Fort Worth, TX
• 10/2025 → Present
  Bok Financial Private Wealth, Inc.
  Fort Worth, TX

Previous Registrations

• 2017-06-09 → 2018-08-20
  Frost Investment Services
  Fort Worth, TX

Other Businesses

1) Name: Medford Minerals LP Location: private residential address Fort Worth, TX Investment related (y/n): n Start date: Position held: 7% owner Nature of outside business: mineral rights Hrs/mo: .5 Hrs/mo during securities trading: 0 Brief description of duties: compile financial information for tax reasons 2) Name: Colonial Country Club Location: 3735 Country Club Cir., Fort Worth, TX 76109 Investment related (y/n): N Start date: May 2025 Position held: Board of Governors member Nature of outside business: social club Hrs/mo: 10 Hrs/mo during securities trading: 0 Brief description of duties: provide strategic direction for operations of club 3)Name: Colonial Women's Golf Assoc Location: 3735 Country Club Cir, Fort Worth, TX 76109 Investment related (y/n): N Start date: May 2025 Position held: Secretary Nature of outside business: social organization to promote women's golf at Colonial Country Club Hrs/mo: Hrs/mo during securities trading: Brief description of duties: 4) Name: Cook Children's Health Foundation Planned Giving Advisory Council Location: 801 7th Ave, Fort Worth, TX 76104 Investment related (y/n): n Start date: June 2025 Position held: Council member Nature of outside business: charitable foundation associated with a local children's hospital Hrs/mo: 0 Hrs/mo during securities trading: 0 Brief description of duties: resource for their donor pool

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-05-14

Designations

• Chartered Financial Analyst

Other Names

• Erin Melissa Finley
• Erin Finley Lee
• Erin Melissa Finley Lee
• Erin Melissa Lee