I became an Edward Jones client long before I ever considered becoming a financial advisor. In 2006, I went through a divorce that left me and my two young boys in need of financial guidance, and my advisor had a huge impact on me. As I experienced the effects of the quality-oriented, long-term investment philosophy of Edward Jones and grew in my confidence about my family's financial future, I realized I wanted to help people in the same manner. In 2013, I joined Edward Jones, and it has been one of the best decisions I ever made.
My clients' best interests are at the core of every action I take. I truly enjoy developing long-term relationships with my clients to help them build wealth, live generously and leave a meaningful legacy. We accomplish this together by using an established process to craft a strategy that is uniquely personalized, illuminating a path to help you achieve what's most important to you. With a strategy in place, I partner with you throughout your life to help you stay on track, making necessary adjustments along the way.
I graduated from Furman University in 1991 with a bachelor's degree in English, and I received my J.D. from Lewis and Clark Northwestern School of Law in 1994. I moved to Atlanta after graduation and worked as an estate planning and small business attorney for 18 years prior to joining Edward Jones. My strong suit is helping you explore how your financial goals interact with your plan for your estate. I married my husband, Dustin, in 2019, and my two boys are now teenagers. We enjoy hiking and canoeing with our dog, Buckley; watching college and NFL football; and attending live music events.
Please contact me to discuss your options. Originally from Orlando, FL, my branch office administrator and teammate, Linda Winters, has been with Edward Jones since 2010 and is passionate about providing exceptional and highly personalized service to help us better serve our clients' unique needs. We look forward to talking with you!
Helen Rice Lake
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Wealth Strategies
- Socially Conscious Investing
- Insurance & Annuities
My Personal Interests
- Outdoor Enthusiast
- Art & Theater
Phone NumberHelen Rice Lake at (404) 266-8065
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