Jackie Lee, Financial Advisor

FINANCIAL ADVISOR
Jackie Lee

CFP®
Old Town Square, 1 Chisholm Trail Ste 205, 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

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(512) 244-3266

Fax

(800) 613-0757

Office Address

Old Town Square
1 Chisholm Trail Ste 205
Round Rock, TX 78681opens in a new window

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