About Lee Dulion
Hi, I’m Lee Dulion, and I began my consulting career in medicine as a pharmaceutical representative. Doctors and nurses love to teach and share their knowledge so, I became a sponge. I learned a lot, but there were five axioms that guided my interactions with my medical professionals and colleagues:
- Above all else, do no harm
- Medicine is not about profit, it’s about the patient
- Applied knowledge is power
- Have a positive impact on every person’s life I touch
- Always do what is right, even when no one is looking
My focus, always the patient.
After many years of success, I left medicine in 2014 and entered the world of Financial Advisory, with the same focus and passion, but now it was about clients. I worked for a St. Louis based Fortune 500 company, known for its excellent training. In my five-and-a-half years there, I attained the FINRA series 7 and 66 security registrations, the Florida 215, Life, Health, and Variable Annuities license, as well as learned professional financial planning and behavioral finance. I also came to understand that a Financial Advisors process with a client, mirrors that of the physician/patient process. Also, how a client’s health can impact their wealth and thus, their retirement. Totally invaluable!
Understanding the importance of integrating health and wealth management and wanting to offer my clients a different kind of relationship with their Financial Advisor, I founded DNA WEALTH MANAGEMENT in 2020. DNA is a fee-only, fiduciary, independent Registered Investment Advisory.
I earned a bachelor’s degree from Spring Hill College where I met my beautiful wife Nell, who is a pre-op nurse at Surgical Care Affiliates. We have two wonderful gifts from God, our son’s Bryan, and Kevin. We live in beautiful Pensacola, Florida which has the world’s whitest beaches, is the western gate to the sunshine state, the cradle of naval aviation and home of the Blue Angels. We really enjoy doing things together, especially grilling, baking, hiking, and kayaking.
