Jackie Lee, Financial Advisor located in Round Rock, TX

Financial Advisor
Jackie Lee

CFP®
1 Chisholm Trail Rd Ste 4100, Round Rock, TX 78681opens in a new window
Accepting New Clients
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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • College Savings
  • Divorce Finances
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Team Members

  • Marissa Hall
    Sr. Branch Office Administrator
  • Stephanie Staires
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(737) 384-2008

Fax

(844) 642-0068

Office Address

1 Chisholm Trail Rd Ste 4100
Round Rock, TX 78681opens in a new window

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