William Blair & Company
47yrs
Top advisor by experience in Illinois
35yrs
Lee Samson
Financial advisor at Hightower Advisors
Based in Chicago, Illinois, Lee Samson is a fiduciary financial advisor with 35 years of industry experience. Lee has been with Hightower Advisors since 2025; before that, Lee spent four years at Lindbrook Capital and 15 years at UBS Financial Services. Hightower Advisors offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience35 years (since 1991)
How that compares ?Top 7% by experience in Chicago
Office200 W. Madison St. Suite 2500, Chicago, IL 60606
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$2.85 million
Advisors at the firm1,039
States licensed ?1 state
Services through Hightower Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2025 – nowHightower Advisors, LLCCurrent firm
- 2021 – 2025Lindbrook Capital, LLCPreviously
- 2007 – 2021UBS Financial Services Inc.Previously
- Sep 2005 – Feb 2007Oppenheimer & Co. Inc.Previously
Contact Lee
Local office(312) 962-3826Ask for Lee. (312) 962-3800Main office 200 W. Madison St. Suite 2500Chicago, IL 60606Office · Get directions Firm websiteshaffer.hightoweradvisors.com
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Questions to ask Lee
Tailored to Lee’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Lee
How do I contact Lee?
Call Lee’s local office at (312) 962-3826 or the Hightower Advisors main office at (312) 962-3800, and ask for Lee Samson.
How long has Lee been a financial advisor?
Lee has been in the industry since 1991, about 35 years. Top 7% by experience in Chicago.
What licenses does Lee hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Lee a fiduciary?
Lee is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lee paid?
Hightower Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Lee for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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