I joined Edward Jones almost two years ago and have recently moved into the Buford, Georgia office off Hamilton Mill Road. Prior to joining Edward Jones, I worked with another financial firm in Alpharetta. I have always strived to understand what is important to my clients and to work with them to document their goals and implement our defined process to help them achieve their goals. I have obtained the Chartered Retirement Planning Counselor™ designation to assist my clients in preparing for retirement.
My life experiences help me relate to a variety of clients. I graduated from Georgia Southern University with a BBA in finance. I also spent time in the U.S. Navy Reserves as a Seabee. Prior to Edward Jones, I spent over 25 years in management in finance and healthcare. This time has shaped my commitment to my clients, as I have seen how successful organizations are focused on their clients.
From my office in Buford, GA, I focus on helping clients who are:
- Creating and documenting their retirement goals
- Consolidating accounts and strategies
- Local government employees (educators, first responders, etc.)
- New retirees
- Families experiencing life events (divorce, aging parents, etc.)
Outside of the office, I enjoy spending time with my wife of 28 years, Lori, and two daughters. One daughter is a middle school teacher here in Gwinnett and the other is a student at Georgia Tech. My hobbies include hiking the North Georgia Mountains and traveling overseas. I am a member of the North Gwinnett Kiwanis Club and Buford Business Alliance and am passionate about volunteering in the community.
- Portfolio Reviews
- Retirement Savings Strategies
- Divorce Finances
- Business Retirement Plans
- Wealth Strategies
- Entrepreneurs & Business Owners
Phone NumberJeff Lee at (678) 889-8925
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